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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. Wealth Transfer and Trust Services

    I want to provide for loved ones.

    Learn more
  2. Life Insurance

    I want to protect what’s important to me.

    Learn more
  3. Solutions for Nonprofit Institutions, Endowments & Foundations

    I want help navigating the complexities of managing a nonprofit institution.

    Learn more
  4. Strategic Philanthropy & Grantmaking

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

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  5. Cash Alternatives

    Want higher yields on cash investments, but don't want to lose your principal?

    Learn more
  6. Merrill Lynch Financial Advisors

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

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  7. LMA Account
    (Offered by Bank of America)

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

    See how
  8. IRA

    I want my money to last through retirement.

    Learn more
  9. CMA account

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

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  10. Fixed Income

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

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

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  12. Margin Lending program

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

    Learn more
  13. Customized 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.

    Learn more
  14. 529 college savings plan

    I want to pay for my children’s education.

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

    Now your relationship can be even more rewarding.

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

    I want to manage my finances today and plan for tomorrow

    Learn more
  17. Alternative Investments

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

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  18. 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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  19. Impact Investing

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

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