Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children’s educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.
The Bellows Holland Duvall Jackel Group, believes that successful wealth management is about more than just investments. Every member of our team is dedicated to helping our clients achieve their financial wellbeing.We help you design, implement, and oversee a custom strategy that helps you and your family pursue your personal financial goals without unnecessary risk. We believe every client is entitled to the highest level of personalized service and care.From our experience, this personalized approach not only fosters meaningful relationships but also helps create the best opportunities to achieve your financial and life goals.
CPWA®, SE-AWMA™
CFP®, CKP®, CPFA®
AAMS™, CRPC™, CSRIC®
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.
