Merrill Lynch Financial Advisor Daniel Sullivan

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk management

About

Daniel Sullivan is a financial advisor based in Latham, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. Daniel specializes in providing personalized financial guidance to individuals and families, helping them navigate their financial journeys. His approach emphasizes understanding each client's unique circumstances to develop effective investment strategies.

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