Merrill Lynch Financial Advisor Barrett Jackson

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Barrett Jackson is a financial advisor based in Brea, California, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Barrett specializes in comprehensive financial planning and investment management. He serves individuals and families seeking to align their financial decisions with their long-term objectives.

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