Merrill Lynch Wealth Management

Bank of America Private Bank specializes in wealth management services for high-net-worth individuals, families, and institutions, drawing on over 200 years of experience in the financial sector. Their personalized approach integrates resources from Bank of America to help clients navigate complex financial challenges while focusing on preservation, growth, and philanthropic endeavors. Led by a team of experts, including certified financial planners and investment specialists, Bank of America Private Bank strives to build strong, transparent relationships with clients to understand their unique needs. Their commitment to innovation and disciplined financial strategies equips clients to adapt to evolving markets and achieve their long-term financial goals. Generated from the website

Lincoln Financial Group, based in Santa Rosa, offers resources and solutions designed to empower Americans to take control of their financial futures with confidence and optimism. With a focus on providing tools for financial independence, Lincoln Financial Group aims to support individuals in making informed decisions and achieving their long-term financial goals. Generated from their website's infomation

Cipolla Financial Advisors, located in Santa Rosa, CA, is dedicated to serving clients through the financial planning process, fostering deep and meaningful relationships that endure for generations. The firm offers a range of wealth management services through various unaffiliated companies, including advisory services from Diversify Advisory Services, an SEC-registered investment adviser. With a focus on helping clients live their best lives with the resources they have, Cipolla Financial Advisors emphasizes the importance of personalized financial strategies. Their commitment to client success is evident in their collaborative approach to achieving financial goals. Generated from the website