Our goal at The Parker-Rook Group is simple: to help you meet your goals. It all begins with a conversation. We take the time to get to know your family, understand where you are today, where you want to be tomorrow, and what you want to accomplish along the way. We’ll work with you to understand your investment personality, define and prioritize your goals, and build a strategy that reflects your needs. We strive to bring organization, simplification, and transparency to the complexities of your financial life.
We are a ‘one-stop shop’ providing you guidance under an umbrella of service: investment planning, private equity and hedge fund access, cash flow analysis, insurance, long-term care, estate planning services, as well as access to banking, mortgage, and lines of credit from Bank of America.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*Banking and lending services provided by Bank of America, N.A.
Our goal at The Parker-Rook Group is simple: to help you meet your goals. It all begins with a conversation. We take the time to get to know your family, understand where you are today, where you want to be tomorrow, and what you want to accomplish along the way. We'll work with you to understand your investment personality, define and prioritize your goals, and build a strategy that reflects your needs. We strive to bring organization, simplification, and transparency to the complexities of your financial life.
We are a 'one-stop shop' providing you guidance under an umbrella of service: investment planning, private equity and hedge fund access, cash flow analysis, insurance, long-term care, estate planning services, as well as access to banking, mortgage, and lines of credit from Bank of America.
**Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*Banking and lending services provided by Bank of America, N.A.*
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.
