Start with a custom retirement analysis
Meet one-on-one with an advisor for a free retirement assessment personalized to you and the retirement you want.
A personal approach
Our focus is on your life and priorities, not just your portfolio. That's why we start by learning what's most important to you.
Power behind your goals
We'll help you grow and preserve your wealth by designing a comprehensive strategy based on your unique needs. You'll also meet frequently with an advisor to ensure you're on track to achieve your goals.
When you bank with Bank of America and invest with Merrill Lynch, you get a complete view of your financial life with a full range of investing, banking and cash management solutions.
Whenever & wherever
Get access to the advice, insights and expertise you need in person, by phone, online or in the app.
Use our Personal Retirement Calculator to find out if you are on track to maintain your lifestyle in retirement.