Merrill Lynch Wealth Management

Welcome to Merrill Lynch in Springfield, MA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

UBS Financial Services Inc., a part of UBS, is a registered broker-dealer offering securities, trading, brokerage and related products and services. The firm offers a host of wealth management, retirement planning and estate planning services to individuals as well as businesses across the United States. It offers a list of professional portfolio management services as well as investment products, including stocks, bonds and mutual funds; hedge funds, managed futures funds and private equity funds; insurance and annuities; and other specialty instruments. Additionally, UBS Financial Services Inc. provides investment research and consulting services to its clients to pursue their financial goals. It is a member of the SIPC (Securities Investor Protection Corporation) and FINRA (The Financial Industry Regulatory Authority).

Moors & Cabot Inc, founded over 130 years ago, is a wealth management firm that emphasizes the importance of relationships in financial planning. The company combines the expertise of veteran financial professionals with personalized strategies to serve the unique goals and challenges of its clients. With a robust range of services including investments, insurance, and trust planning, Moors & Cabot positions itself as a true financial partner. Their commitment to client-focused solutions sets them apart in the financial services industry. Generated from the website