Welcome to Merrill Lynch in Phoenix, AZ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
My mission is to help you develop your financial strategy, help with coverage options, and help prepare you for retirement.
Preferred Financial Group, LLC is an independent financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a diverse financial program utilizing the following products and services: Estate Conservation, Health Insurance, Life Insurance, Long Term Care, College Planning, Tax Planning, Employee & Employer Benefits, Retirement Planning, and Investment Planning.
Closed now
