The Gendal Group works with clients to assist them in managing a full range of financial issues. By utilizing a disciplined planning and investment process, we seek to ensure that objectives are clearly identified and that the optimal financial strategy is utilized. At all times, the vast resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America are available to provide analysis, services and investment products that help meet current and future needs as they develop. We focus on retirement planning, investment portfolio management and balance sheet optimization through a variety of credit options.
We meet with clients personally at our Merrill Lynch Wealth Management, Pasadena offices for face to face reviews and regular progress updates.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
