Merrill Lynch Financial Advisor Daniel P. Crosby

Merrill Lynch Financial Advisor Daniel P. Crosby is a financial planner in Myrtle Beach, SC. The Soto Sawyer Crosby Group operates as a team of six advisors providing tailored strategies and multi-layer support. They serve business owners, professionals, and retirees through multi-year planning, asset management, and tax-sensitive approaches. The group holds a rating of 4.00 based on 1 review.

The team leverages collective strengths to cultivate dynamic client experiences, aiming to lend stability and a voice of reason for complex decisions. Guided by work ethic, integrity, and competence, they honor client achievements through thoughtful strategy and thorough preparation. Advisors meet with individuals and families to listen attentively, address questions, and help weigh decisions. Services include connecting life and finances to support informed decisions as clients pursue their goals.

The Soto Sawyer Crosby Group provides access to the investing insights of Merrill and the banking capabilities of Bank of America. This partnership allows advisors to help clients carve a clear path forward for their future and families. The team emphasizes respect for client achievements and seeks to honor objectives through disciplined preparation and service.

Merrill Lynch Financial Advisor Daniel P. Crosby combines the resources of Merrill and Bank of America with personalized, integrity-driven advice to help Myrtle Beach residents and business owners navigate their financial futures with confidence.

BizScoreAI gives the business a Technical score of 89 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The business also receives a Content Quality score of 75 out of 100, showing that the site answers customer questions clearly and provides content that AI assistants can quote directly.

Services:

• Asset Management for Professionals
• Asset management for professionals
• Multi-year Planning for Business Owners
• Multi-year planning for business owners
• Tax-Sensitive Approach to Priorities for Retirees
• Tax-sensitive approach to priorities for retirees
• Wealth Management
• estate planning services