Merrill Lynch Financial Advisor Glenn Fels

Services Offered

• Investment advice
• Retirement planning
• Financial planning

About

Glenn Fels is a financial advisor based in Yardley, Pennsylvania, offering investment advice and strategies tailored to individual client needs. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), he emphasizes understanding clients' life goals, risk tolerance, time horizons, and liquidity needs. Glenn provides comprehensive financial planning services, including investment management and retirement planning, to help clients achieve their financial objectives. His practice is dedicated to serving individuals and families looking for personalized financial guidance.

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