Merrill Lynch Financial Advisor Brian Mohan

Services Offered

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

About

Brian Mohan is a financial advisor based in Clifton Park, 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 Plan Fiduciary Advisor (CPFA), Brian provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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