The mission of The Comas Gorman Group is to help ensure the financial independence of clients and their families. We do this by taking an individually tailored approach to investing, which means that before any financial decisions are made, we take the time to understand who you are and what your personal and financial goals are. With this knowledge, we are able to establish objectives, develop an appropriate strategy, and recommend solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation, to connect all the pieces of your financial life.
Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.
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.
