Bean & Associates – Merrill Lynch
About
Bean & Associates is a tenured wealth management advisory team at Merrill Lynch in Hingham. The team aims to provide a “family office” experience to clients and their families. Its “One Call Does It All” concierge service is designed to simplify and streamline clients’ lives, and its strategies are customized and dynamic, built to integrate the various aspects of a client’s life rather than a single financial need.
Planning covers wealth management, tax minimization strategies, wealth transfer and estate planning, philanthropic and legacy planning, retirement and education planning, and asset and income preservation. The team says it welcomes the chance to meet prospective clients, discover what matters most to them, and explore whether it is the right fit to help them achieve the future they envision for their families.
What to Know
- Forbes has recognized the group as a “Best-In-State Wealth Management Team” since 2018.
- Clients can access banking services through Bank of America, Merrill’s parent company.
- The team is listed with the South Shore Chamber of Commerce.
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