Merrill Lynch Financial Advisor David Milligan

Services Offered

• investment advice
• financial planning
• retirement planning
• investment management

About

David Milligan is a financial advisor based in Sacramento, California, 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®), he provides comprehensive financial planning services, including retirement planning and investment management. David serves individuals and families looking to achieve their financial objectives through personalized guidance.

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