The Berks Barrister Winter 2017 - 40

Serving Clients and Our Community
Maggs & Associates
Wealth Management
985 Berkshire Boulevard
Wyomissing, PA 19610
Phone: 610.320.5462
E-mail: mark_maggs@ml.com
www.fa.ml.com/maggs

Maggs & Associates has been helping affluent individuals and families develop customized long-term
wealth management strategies since 1993. Our team members possess advanced training and academic
and professional credentials, including the CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified
Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor SM (CRPC®)
designations. This enables us to address the different aspects of your financial life, from investments
and wealth transfer, and, through access to Bank of America, home financing and philanthropic desires.
Even more important, we have substantial experience that we bring to bear in developing strategies
to address your unique needs.
We are honored that so many of the clients we work with have been with us for years. We enjoy working
with and spending time with them, deepening our understanding of their lives. We also volunteer with
and serve on the boards of many of the same local organizations. Reflecting our shared commitment to
the community in which we live and work, team members are proud to support nonprofit organizations
within Berks County financially and with their time, talents and ideas. Our goal is to be good neighbors
and cultivate relationships with all generations of the families we serve, being there for them through
every life event, every triumph and every transition.

Merrill Lynch and the Bull Symbol are trademarks of Bank of America Corporation.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER TM in the U.S.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment
Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's
initial and ongoing credentialing requirements for investment management consultants.
CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated
(MLPF&S) and other subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.
Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.
© 2017 Bank of America Corporation. All rights reserved.
ARPCCSPS

01/2017

http://www.fa.ml.com/maggs

Table of Contents for the Digital Edition of The Berks Barrister Winter 2017