Fridmar & Zhen Group
Life is a journey- the dreams you realized and some you have yet to accomplish. Do you have a roadmap to help get you there? It’s a matter of fitting your “puzzle pieces” together—pieces that represent actions you’ve taken and investments you’ve accumulated—which can be turned into a “big picture” of what may lie ahead. We take pride in possessing the experience and perspective that can help turn your goals into reality…and we can help you navigate the many cycles of life. We believe that when you succeed, we succeed.
The intersection of wealth, health, family and business can be a source of opportunities and challenges. Our team can assist you in identifying goals and addressing thoughtful financial strategies designed specifically for your future.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
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.
