Merrill Lynch Financial Advisor Brendan McCarthy

Services Offered

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

About

Brendan McCarthy is a Certified Financial Planner (CFP®) based in Providence, Rhode Island, providing investment advice and strategies tailored to individual life goals. He focuses on understanding clients' risk tolerance, time horizon, and liquidity needs to create effective financial plans. Brendan offers a range of services including retirement planning, investment management, and wealth accumulation strategies. His practice is dedicated to helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

Business Information