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Solutions that reflect your goals.

What are the things that concern you most? The goals that reflect different aspects of your life? Together, you and your financial advisor will define what those are and help you connect to them.

  1. Impact Investing

    I want to ensure my finances reflect the causes and issues that I care about

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  2. Alternative Investments

    I want to diversify my portfolio and include non-traditional investments

    Learn more
  3. Merrill Lynch Financial Advisors

    I want ongoing financial advice and guidance that is designed to help me meet my goals.

    Learn more
  4. LMA Account
    (Offered by Bank of America)

    I want to have ready access to cash when I need it.

    See how
  5. IRA

    I want my money to last through retirement.

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  6. CMA account

    I like the flexibility of having access to cash management services through my investment account.

    Learn more
  7. Fixed Income

    I need to budget for steady income in retirement, is that possible?

    Find out how
  8. A financial advisor can help you find access to the right strategies to help meet your needs/goals.

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  9. Margin Lending program

    I occasionally need quick access to cash to pursue an investment opportunity.

    Learn more
  10. Customized Lending
    (Offered by Bank of America)

    I want to pursue a passion of mine, such as purchasing a plane and learning to fly.

    Learn more
  11. 529 college savings plan

    I want to pay for my children’s education.

    Get help
  12. Banking Rewards for Wealth Management
    (Offered by Bank of America)

    Now your relationship can be even more rewarding.

    Learn more
  13. Preferred Deposit
    (Offered by Bank of America)

    I want to manage my finances today and plan for tomorrow

    Learn more
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