Insurance


At Merrill and Bank of America, we provide a comprehensive suite of solutions tailored to meet your unique financial needs, whether you're looking to secure your wealth, invest in your future, or manage personal finances. Our offerings include the Merrill Lynch Investment Advisory Program, diverse retirement accounts, and advanced digital capabilities through MyMerrill. We also specialize in wealth protection through life insurance, annuities, and long-term care insurance, ensuring your assets are safeguarded against market volatility and unexpected costs. Let us help you develop a personalized financial plan to achieve your goals and protect your legacy.

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