Wealth Planning


Let us guide you through the intricacies and opportunities of imbuing your wealth with deeper meaning, courtesy of Wealth Planning by Merrill Lynch, led by Julie Lane-Bockelman in Grand Junction, Colorado. Our expertise lies in transforming your financial assets into a tool that not only grows but also serves a greater purpose aligned with your vision and values.

Merrill Lynch - Julie Lane-Bockelman is a proud part of

Rangely Area Chamber of Commerce

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