Merrill Lynch Financial Advisor Andrew Pleat

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Andrew Pleat is a financial advisor based in Saratoga Springs, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Andrew provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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