Merrill Lynch Financial Advisor Geoffrey Soper

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Geoffrey Soper is a financial advisor based in Boston, Massachusetts, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), Geoffrey provides comprehensive financial planning and investment management services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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