Merrill Lynch Financial Advisor Brian Keefe

Services Offered

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

About

Brian Keefe is a financial advisor based in New Canaan, Connecticut, 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®), Brian specializes in providing comprehensive financial planning services. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

Business Information