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RIVER RIDGE CORPORATE CTR.45000 RIVER RIDGE DRIVE
Floor No. 01,
Suite 120CLINTON TOWNSHIP,
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The Lakeside office services clients who reside in numerous states throught the country. However, many of these relationships were established in Macomb County, St. Clair County, Oakland County, and of course the surrounding Clinton Township area. We are also recognized by our numerous clients in the Richmond, Marysville, and Port Huron communities. The Lakeside office focuses on providing a total financial service package to include; wealth management stategies, retirement planning, banking and cash management services, estate planning needs, risk management, and experience in assisting clients with the distribution options of their employer sponsored or retirement plan asets. rollover stategies. We have been in long-term relationships with many clients for over a decade, and in some instances working with two or three generations of the same family. Our growth comes from the referrals of these satisfied clients. It is our belief that if we take care of our clients, their success, as well as ours will follow. We are conveniently located on Hall Road between Utica and Mount Clemens just minutes from Lakeside Mall, Partridge Creek Mall, as well as Lake St. Clair. *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
Our deepest held principle at Merrill Lynch is that the client comes first, and our office and teams, are proud to be part of that tradition.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.