Merrill Lynch Financial Advisor David Kassner

Services Offered

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

About

David Kassner is a financial advisor based in Highland Park, Illinois, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. David holds several certifications including CPFA, CPWA, and CRPC, which reflect his expertise in financial planning and investment management. He serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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