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We offer a range of institutional capabilities, customized solutions, insights and best practices to help maximize the value of your benefit plan and help to improve the financial wellness of your employees.
Sanford Budds Group
200 State Route 31
Flemington NJ 08822
(908) 301.2623
(908) 301.2623
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We offer a range of institutional capabilities, customized solutions, insights and best practices to help maximize the value of your benefit plan and help to improve the financial wellness of your employees.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
About Us
Team
Allan Sanford is among a select group of Merrill advisors who have met the rigorous requirements to be a designated Bank of America Retirement Accredited Financial Advisor.
Meet Our Team
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.
Aileen T. Takio
Employee Benefits Specialist
Bank of America, N.A.
Michael L. Venturi
Employee Benefits Specialist
Bank of America, N.A.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.