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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. CMA account

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

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  2. 529 college savings plan

    I want to pay for my children’s education.

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  3. Premium Rewards® credit card from Bank of America

    I want a credit card that has the flexibility to redeem points for what matters to me most.

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  4. Investment Advisory Services

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

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  5. Home Financing Solutions (Offered by Bank of America)

    I want to find the right home financing solution to complement my wealth management strategy.

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  6. LMA Account
    (Offered by Bank of America)

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

    See how
  7. Alternative Investments

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

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  8. Preferred Rewards for Wealth Management

    I want the richest package of benefits available to Bank of America® clients

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  9. Retirement Services

    How can I make the most of my retirement assets?

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  10. IRA

    I want my money to last through retirement.

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  11. Margin Lending program

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

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  12. Annuities

    I want to turn my savings into retirement income.

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  13. Strategic Philanthropy & Grantmaking

    I want a giving strategy that is structured around my values and helps me achieve my goals.

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  14. Bank Consolidation

    Bring your investing and banking together

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  15. Investment Consolidation

    See your big picture by consolidating investment accounts.

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  16. Impact Investing

    I want to align my investments with the causes and issues important to me.

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  17. Custom Lending
    (Offered by Bank of America, N.A.)

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

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  18. Diversification of Investments in Your Portfolio

    I want to diversify my portfolio with a wider variety of solutions

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  19. Life Insurance

    I want to protect what’s important to me.

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  20. Merrill Lynch account programs

    Help me understand my investment relationship and program options

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  21. Fixed Income

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

    Find out how
  22. Bond Ladders

    I want to have a steady income stream and minimize risks associated with fixed income securities

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  23. Merrill Personal Wealth Analysis

    I want a personalized plan to help me stay on track towards my goals.

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  24. Wealth Transfer and Trust Services

    I want to provide for loved ones.

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  25. A financial advisor can help you find access to the right strategies to help meet your needs/goals.

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