Merrill Lynch Financial Advisor Cole Allsopp

Services Offered

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

About

Cole Allsopp is a financial advisor based in Annapolis, Maryland, 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 a Certified Exit Planning Advisor (CEPA), he provides comprehensive financial planning services. Cole serves individuals and families looking to align their financial strategies with their personal objectives.

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