The Fox-Maresca Group
THE FOX GROUP has had the privilege of delivering wealth management advice and guidance from the Merrill Stamford office for more than 40 years. This experience along with the global resources of Merrill Lynch Wealth Management, give us the ability to accommodate the needs of high net-worth individuals and successful business owners.
As Merrill Lynch Financial Advisors, our process begins by helping clients establish objectives, define an approach, and create investment management strategies that can help them achieve their goals, both financial and personal. The Group meets regularly with clients to help ensure their financial priorities are consistent and on target with their personal goals. As markets, economies and goals change, we can help you adjust the portfolio accordingly.
THE FOX GROUP is committed to providing clients with the highest level of personal service and attention. Our commitment to outstanding service enables clients to concentrate on their priorities at each stage of their lives.
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.
