Merrill Lynch Financial Advisor Dana Effertz

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Dana Effertz is a financial advisor based in Wayzata, Minnesota, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Dana specializes in providing personalized financial planning and investment management services. Her approach is designed to help clients achieve their financial objectives and navigate their financial futures effectively.

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