I was referred to Bryan Dunst at Merrill Lynch in Wayne NJ by my accountant in 2010. We interviewed several advisors at the time and decided to work with Bryan based on his level of skill and attention to detail. Important to us was his creativity and originality when it came to putting together a financial strategy. He truly takes the time to think and craft a plan that meets our core values and priorities.
Over the past 8 years, Bryan has become like a member of the family while advising on our (messy) estate plan, retirement plans, insurance and most recently education planning for our 2 boys.
We've found our interactions with Bryan, his staff and Merrill Lynch as a firm overall to be top notch. Whenever there is an issue, they work quickly to resolve it.
In addition to the above, we appreciate Bryan's care and attention for our family. He's been with us now through wonderful times and challenging times. We can say authoritatively that Bryan Dunst always "has our back." In this day and age, that means a lot!
Bryan Dunst at Merrill Lynch Reviews
I was referred to Bryan Dunst at Merrill Lynch in Wayne NJ by my accountant in 2010. We interviewed several advisors at the time and decided to work with Bryan based on his level of skill and attention to detail. Important to us was his creativity and originality when it came to putting together a financial strategy. He truly takes the time to think and craft a plan that meets our core values and priorities.
Over the past 8 years, Bryan has become like a member of the family while advising on our (messy) estate plan, retirement plans, insurance and most recently education planning for our 2 boys.
We've found our interactions with Bryan, his staff and Merrill Lynch as a firm overall to be top notch. Whenever there is an issue, they work quickly to resolve it.
In addition to the above, we appreciate Bryan's care and attention for our family. He's been with us now through wonderful times and challenging times. We can say authoritatively that Bryan Dunst always "has our back." In this day and age, that means a lot!