Merrill Lynch

Our wealth management advisors in TIAA’s North Bethesda, MD office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The North Bethesda, MD office is a smaller satellite office, so please call today to schedule an appointment (877) 638-4221.

Symmetry Financial Partners, located in Bethesda, Fulton, and Annapolis, Maryland, provides comprehensive financial services. Our team of expert financial planners and advisors specializes in customized investment solutions, including bonds, stocks, and various IRA options. We also offer brokerage accounts, treasury bills, government securities, and variable annuities. Our expertise extends to financial, retirement, and tax planning, including 401(k)/403(b) guidance, college savings plans, and estate planning. We offer specialized services in money purchase plans and profit sharing plans. In addition to investment services, we provide essential insurance solutions, including disability income, life, and long-term care insurance.