The Varzi-Cohen Group
The Varzi-Cohen Group is a team that is dedicated to the client's financial well-being. Our team works together, providing clients with steadfast knowledgeable service when they need it. It is this responsiveness that allows us to effectively advise on strategies to preserve and enhance clients' family wealth. As a group we seek to understand the client’s financial needs and goals and use Merrill resources to help clients realize these goals. The purpose of our team is more than just portfolio management; we coordinate all aspects of their financial future. We work in tandem with the client and their other professional advisors to streamline wealth management planning, estate planning services and tax strategy. Our group is committed to bringing these complex tasks into focus.
We believe that substantial wealth creates complex and far-reaching needs, as sophisticated as those of any institution or foundation. Our focus is on all facets of wealth management by providing in-depth, long-term strategies and recommendations, with institutional level sophistication, efficiency and scale. Our investment advice and guidance, along with our client services, are individualized and designed to simplify your life.
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.
