George Naef
As a Merrill Financial Advisor, I help families who want to make use of financial planning with both traditional and alterative investments and have the abilities to see it all in once place.I will also help families know their financial health and connect them with different specialists when it comes to either their personal and business needs.
++Welcome++Welcome to Merrill, where we help you define your financial goals clearly, and help you gain an understanding of the difference between a good financial strategy, and an outstanding one. If you think a piece of your financial puzzle is missing, you have come to the right place.
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.
