Benkoski Williams Group
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Introduction: Clients come first at Merrill Lynch. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and family.
You can expect thoughtful advice and guidance, with access to the investment insights of Merrill Lynch and the banking convenience of the Bank of America.
It's not about industry benchmarks; It's about you and your hope and dreams.
Overview
Hired 1 time
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Reviews
5.0
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Stacey C.
Feb 10, 2016
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Hired on Thumbtack
Hired on Thumbtack
I had stocks, prior 401ks situated in poor investments and cash sitting in savings accounts earning very little. Harold and Marissa helped organize everything and delivered a financial plan that first assessed my current situation and tolerance for risk. Throughout the process they were very sincere, responsive and knowledgeable about how to put together a plan that was consistent with my financial goals. They listened to me advised based on my goals, which my last financial advisor did not. I am so happy I found them and have since referred a couple family members to them.
Personal Financial Planning