Investments

The Power of Merrill Lynch: You and your financial advisor have access to all of the products and services you may need to achieve your personal goals.

Why Merrill Lynch?

Merrill Lynch provides a comprehensive, solutions-based platform that organizes and integrates all of the firm's products and services to better help you achieve the life you desire.

We can address your financial services needs completely and holistically. From banking and lending to retirement and estate planning services, as well as business solutions, you receive access to a broad range of products and services that can help meet your financial goals.

Your Merrill Lynch Financial Advisor can design a long-term financial strategy that is not only flexible but customized to your specific life goals and needs. To ensure that this wealth-management strategy evolves with you, our advice-and-planning and tracking-progress toolkits help you and your Financial Advisor measure your progress toward your goal of achieving the life you desire.

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Will you have enough to live the retirement life you want? Let a Merrill Lynch Financial Advisor work with you to examine retirement-planning solutions and prepare you for your post-career life.

Talk with a Merrill Lynch Financial Advisor about investment strategies that address your important financial objectives, and find out how you can have access to leading investment solutions and services, including structured products and professional money managers.

Manage your money with ease with a Beyond Banking Account^® or a Cash Management Account^® that allows you to integrate investment assets and everyday funds. Use other financial tools, such as Web Bill Pay, Funds Transfer Service, and Visa^® deferred debit and credit cards that offer unsurpassed access to great rewards.

From conventional mortgages and home equity lines of credit to securities-based financing and margin-lending programs, Merrill Lynch has one of the broadest credit and lending product offerings in the business.

Find out how you can pass on your wealth tax-effectively, while benefiting your loved ones and charities of your choice, and explore the many administrative estate-planning services offered by Merrill Lynch Trust Company.

Plan to achieve what you want in life with the help of your Financial Advisor, who will help you establish short- and long-term goals, implement effective asset-allocation and wealth-building strategies, and regularly review your financial progress with you.

Whether you are the founding CEO of a start-up business, seeking capital to expand, or a second- or third-generation owner preparing to sell your company, Merrill Lynch’s business solutions, tailored for small to mid-sized businesses, can help you succeed.

Investing for your goals is only the first step. Your Merrill Lynch Financial Advisor can help you keep track of how you are doing, regularly monitoring the performance of your investments, and adjusting asset allocations whenever life circumstances, or economic conditions, change.

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