Merrill Lynch Financial Advisor David Refuerzo

Services Offered

• Investment advice
• Financial planning
• Investment management

About

David Refuerzo is a financial advisor based in Monterey, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. David specializes in providing personalized financial planning and investment management services. His practice is dedicated to helping individuals and families achieve their financial objectives through comprehensive guidance and support.

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