The Hullinger Group has over 120 years of combined experience in financial services, having been entrusted with more than $1.2 Billion of client assets (as of August 2024).
We feel our experience offers a perspective few financial advisor teams in the industry can match. With the investment insight of Merrill Lynch Wealth Management, the banking resources of Bank of America, and the personalized service of our diverse team, we are well positioned to assist you in achieving your financial goals, such as retirement income planning, education funding, wealth transfer, liquidity events, and others.
The Hullinger Group has over 120 years of combined experience in financial services, having been entrusted with more than $1 Billion of client assets (as of July 2023).
We feel our experience offers a perspective few financial advisor teams in the industry can match. With the investment insight of Merrill Lynch Wealth Management, the banking resources of Bank of America, and the personalized service of our diverse team, we are well positioned to assist you in achieving your financial goals, such as retirement income planning, education funding, wealth transfer, liquidity events, and others.
CRPC™
CFP®, CPFA®
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.
