At Singh & Associates, we specialize in providing bespoke financial advisory services tailored to the distinct needs of our diverse group of clients. Our holistic approach integrates comprehensive financial planning, business exit strategies, wealth structuring, tax mitigation, and legacy planning to ensure our clients' financial goals are not only met but exceeded.
CEPA®, CPFA®
AWMA™
CFP®
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.