The McGreen Stamp Group
The McGreen-Stamp Group helps build wealth for our clients by providing highly individualized financial advice. The result is long-term relationships that transcend momentary shifts in the market. Our relationships with our clients are anchored by knowledge, and sustained with trust and integrity. The McGreen-Stamp Group is a team of experienced financial professionals who fully understand the need for service, and feel strongly that the sum of their experiences can be effectively brought to bear on any financial issue that confronts our clients. We work closely with individuals and businesses to determine what their financial objectives are, how much tolerance they have for risk, and then develop an investment plan specifically focused on those needs.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CRPC™
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.
