Merrill Lynch Financial Advisor Brad Wagner

Services Offered

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

About

Brad Wagner is a financial advisor based in Saratoga Springs, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA), he provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys with personalized guidance.

Reviews

Location

Business Information