Niko Savich
,
Financial Advisor
3030 Cross Creek Parkway
Auburn Hills, MI 48326
248.475.1021
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

Niko Savich has experience helping executives manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank trust and estate planning services and Bank of America's credit, lending and overall banking convenience. In addition, he can work with your outside attorneys, accountants and other professional advisors to help coordinate financial and legacy plans.

Niko graduated from Northwood University University in 2019 with a B.A. in Finance and an MBA after playing 5 years of collegiate football. He has earned the CERTIFIED FINANCIAL PLANNER certification from the Certified Financial Planner Board of Standards, Inc. He currently lives in Washington Township, MI with his wife Jordan.

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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Brian Polakowski
Associate Investment Advisory Specialist
Michael Abdalla
Wealth Management Banking Specialist
Nicholas A. Beilfuss
Wealth Strategies Advisor
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Nikola Savich is registered to do business in CA, CO, CT, FL, IA, IL, IN, MA, MI, NC, NM, NV, NY, OH, OK, PA, SC, TX, VA, WA, WY.