Merrill Lynch Global Wealth Management | Smithtown, NY 11787

Merrill Lynch Global Wealth Management
50 Route 111 - Smithtown, NY 11787 https://www.ml.com/mlwm/system/viewfapage.aspx?pageurl=therooneygroup
With over 75 years of combined experience, The Rooney Group seeks to provide customized and holistic financial solutions to each of its clients based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals that combines conservative and tax-aware strategies.

Chris DeVincentis - 631-361-3240

Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Credit & Debt Counseling & Repair Services
Education Planning & 529 Plans
and more...

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