Merrill Lynch Wealth Management

We are Certified Financial Planner Professionals and fiduciaries providing comprehensive financial planning, investment management, and tax reduction strategies for a flat fee. Together, we can help you build an intelligent portfolio, navigate the complexities of retirement, reduce taxes, and tackle your financial goals.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.