Merrill Lynch Financial Advisor Daniel Jeffers

Services Offered

• Investment advice
• Financial planning
• Investment strategies

About

Daniel Jeffers 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®), he provides comprehensive financial planning services, focusing on helping clients achieve their financial objectives. Daniel serves a diverse clientele, including individuals and families seeking personalized investment guidance.

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