Merrill Lynch Financial Advisor H David Osnowitz

Services Offered

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

About

H David Osnowitz is a financial advisor based in Bloomington, Illinois, providing investment advice and strategies tailored to individual client goals. He specializes in understanding clients' life objectives, risk tolerance, time horizons, and liquidity needs. As a Certified Financial Planner (CFP®), he offers comprehensive financial planning services to help clients navigate their financial journeys. His practice focuses on delivering personalized guidance to individuals and families seeking to enhance their financial well-being.

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