Merrill Flashcards
1
Q
Why partner with a FSA.
A
We are a client centric company that provides financial solutions to our clients to simplify their financial lives. Most clients do not know we have all the knowledge in house with our large network of partnerships!
2
Q
What can an FSA do for our clients?
A
529 college savings plan Investment products 401k rollovers and IRA plans Small business IRA plans Retirement planning Financial planning
