Merrill Lynch Special Needs and Elder Care Group

Taking dynamic and individualized approach to helping clients address their financial needs. One that combines knowledge, experience and acumen with a deep understanding not just of a client’s goals and objectives, but of their lives, family, interests and passions. It’s an approach based on “know-how” and “know-you”, and truly reflects our philosophy of working closely with clients to help them live the lives they want and plan for the future.

Link to our complementary Special Needs Calculator to estimate the cost of caring for loved ones.    http://specialneedscalc.ml.com/

Phone: 202-659-6138
Website
Contact: H. Mark Friese   mark_friese@ml.com

Brochures:

•  SNG MASTER FLYER
• Special Needs Planning Workbook
• Planning workbook
• Estate Administration Services