Merrill Lynch Financial Advisor Robert Bostelman provides comprehensive wealth management and financial planning services through the reputable Merrill Lynch platform, a Bank of America company. Serving high-net-worth individuals, families, and business owners, Robert Bostelman offers customized strategies designed to help clients pursue financial goals such as retirement planning, investment growth, and wealth preservation. As part of the SD Financial team, he leverages Merrill’s broad suite of resources, including access to global investment insights, research, and advanced planning tools.

Robert Bostelman is dedicated to fostering client relationships built on trust, transparency, and personalized service. By integrating financial planning with strategic investment management, he creates holistic solutions tailored to the unique needs of each client. His approach emphasizes active communication, ongoing portfolio reviews, and risk management strategies aligned with long-term goals. The practice upholds a client-first philosophy and is committed to delivering clear guidance in an ever-evolving financial landscape.

Website: https://advisor.ml.com/sites/ny/sd-financial/robert-bostelman

Key Services:

– Wealth management and investment advisory
– Retirement income planning
– Estate and legacy planning strategies
– Tax-efficient investment strategies
– Education funding strategies
– Philanthropic and charitable giving advisory
– Business succession planning
– Access to banking and lending services through Bank of America