Merrill Lynch Financial Advisor Crystal Carlson

Services Offered

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

About

Crystal Carlson is a financial advisor based in Madison, Wisconsin, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), she provides comprehensive financial planning services. Crystal serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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