Merrill Lynch Financial Advisor David Filosa

Services Offered

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

About

David Filosa is a financial advisor based in New York, New York, 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®), David specializes in providing personalized financial guidance to individuals and families. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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