Seniors Living Choices Vol. 1 Issue1 | Page 32
AN ADVISOR WHOSE APPROACH IS
BASED ON KNOW-HOW.
AND KNOW YOU.
Products & Services
Products & Serv
You want an advisor who can help you realize your goals.
Someone with a firm grasp of the financial landscape
and a deep understanding of You. A Merrill Lynch Financial
Advisor can work with you to develop a customized strategy
that considers where you want to be.
First Month FREE on Select
Storage Units*
• FREE Truck Use with Move-in*
Petersen & Zito Group
John C. Petersen, CFM, CFP®
Senior Vice President – Wealth Management
Wealth Management Advisor
PIA Program Portfolio Advisor
(518) 383-8961
•
Christopher M. Zito, CFP®, CRPC®
Vice President
Wealth Management Advisor
(518) 383-8954
Merrill Lynch
494 Route 146, Clifton Park, NY 12065
www.fa.ml.com/petersenzitogroup
• Climate Controlled Units
• Boat and RV Storage
• 24-Hour Video Security
• Boxes & Moving Supplies in Store
• Truck Rental
ices
Products & Services
Products & Services
*Call Manager for Details
The Bull Symbol, Merrill Lynch Personal Investment Advisory, Merrill Lynch Wealth Management and The Power of the Right Advisor are trademarks or registered trademarks of Bank of America Corporation.
CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CRPC is a registered service mark of
The College for Financial Planning.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and member SIPC, and other subsidiaries of Bank of America Corporation.
© 2013 Bank of America Corporation. All rights reserved.
AD-04-13-1510
AR84C3M4-0812
444615PM-04/2013
520 Columbia Tpk, E. Greenbush – 518-477-7772
108 Wagner Rd., Guilderland – 518-861-7102
www.StoreAwayNY.com
Retiring...Downsizing
ELDER LAW &
ESTATE PLANNING
QUESTIONS ABOUT MEDICARE?
Medicare Advantage, Part D and Medicare
Supplemental Insurance Plans
Personalized Enrollment Assistance &
Customer Service
?
?
?
?
Asset Protection
Long Term Care Plan
Medicaid Planning
Medicaid Application
?
?
?
?
Guardianships
Wills, Trusts, Estates
Busine ??A???????)?????????A???????() ???????????????A?????()!?????E????????9????!????)
????U?Q????((????????????)}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}|()??????A???????????%???((??????I????????????Z???????9d??????)????????A????????????+?qe???5???????M?????????t((??$$()@(?????????????????????????M??????1?????
??????()]???????????()A?????????????????????????????????????????)????????????????????????????((???????????)???????????????(???]???????????????M?????)?????9??e????????)?????????????()=????????????????????????????????????????)??????)=?????) ??????)??????e????)????????)M????????)???e???)I????????9????(+??? ?????????????????????+?L?M???????????????9??????????? ?H?+?L????????????????????????? ???????????????)9????Q???+???A???????????????????????????????????? ????????)M??????? ???????%????????I????????
????(????
?????I????M?????????9d??????(????????????????????????????????)M??????1????
????????????((0