The Milby Group
In 2024 and beyond, the demand for transparent and decisive financial advice has never been greater. The global pandemic, the human toll and financial impact story is unfolding on a daily basis. The way our team has responded and advised during these difficult times is exactly the reason we do what we do and how we feel your advisor team should execute. While the way you consume financial advice has changed from face to face to digital for now, we feel our experience across all market conditions is worth your consideration.
Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
Medicare is complex and can have an impact on your retirement. Join us as we explore the major components of Medicare and what to consider via WebEx on July 17th, 2024, at 4pm.
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.
