With that in mind, we are pleased to announce our newly formed partnership with Merrill Lynch (MLPF&S). This partnership allows us to offer a wide of array of financial services unavailable to our clients until now!
For our clients, this strategic partnership opens the door to:
- Advice & investment expertise from one of the world’s largest leading financial institutions.
- A professional market perspective and personalized service.
- Sophisticated financial planning tools that allow for customized planning recommendations.
- A broad range of products and services.
We have already pre-arranged for a “no cost or obligation” strategy session. This session will be used to review your current financial situation and to also get a better understanding of where you want to go.
Feel free to call DG&M Agency at 585-271-3040 for more information to set up your risk free appointment.
As always, Insurance is our Business……….. Service is our Policy.