The Niska Bongiovanni Group
We strive to understand the latest trends, risks and potential opportunities. But when it comes to planning for your wealth, the most important thing is understanding what matters most to you. The relationship with you begins with a conversation, building a foundation that helps us get to know you, your family and full financial picture. We work together to develop a wealth management plan designed to identify and address your goals. And we deliver access to the investment insights of Merrill, trust and fiduciary services through Bank of America Private Bank, as well as to the banking convenience of Bank of America. As your life and market conditions change, we will meet to track progress and make adjustments to your plan, as necessary.
We strive to understand the latest trends, risks and potential opportunities. But when it comes to planning for your wealth, the most important thing is understanding what matters most to you. The relationship with you begins with a conversation, building a foundation that helps us get to know you, your family and full financial picture. We work together to develop a wealth management plan designed to identify and address your goals. And we deliver access to the investment insights of Merrill, trust and fiduciary services through Bank of America Private Bank, as well as to the banking convenience of Bank of America. As your life and market conditions change, we will meet to track progress and make adjustments to your plan, as necessary.
AWMA™, CFP®, SE-AWMA™
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.
