Merrill Lynch Financial Advisor Clayton Cohen

Services Offered

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

About

Clayton Cohen is a financial advisor based in New York, New York, 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®) and a Chartered SRI Counselor (CSRIC), Clayton provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys with personalized guidance.

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