Merrill Lynch Senior Consultant Benjamin T Powell
Why pick this one
PMB and Associates provides retirement, gifting, education, real estate, business investment, insurance, and healthcare planning in Greensboro.
Best for
- retirement planning
- education funding strategies
- gifting and estate-related planning
- business investment planning
- insurance and healthcare planning
- clients seeking Merrill Lynch investment advisory resources
Specialties
- retirement planning
- gifting planning
- education planning
- real estate planning
- business investment planning
- insurance planning
- healthcare planning
- investment advisory services
What makes them different
- Combines boutique advisory service with Merrill Lynch's global financial institution resources
- Offers planning tools covering retirement, gifting, education, real estate, business investments, insurance, and healthcare
- Uses team-based solutions and ongoing client dialogue
- PMB and Associates received Forbes Best-in-State Wealth Management Teams recognition for 2023-2026
- Located at 800 Green Valley Road, Suite 400, Greensboro, North Carolina 27408
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 800 Green Valley Rd Ste 400, Greensboro, NC 27408
- Phone
- 8882884183
- Website
- https://advisor.ml.com/sites/nc/greensboro-nc/p...
Services
- wealth management
- financial planning
- investment advisory
- personal banking