Merrill Lynch Financial Advisor Heather Freeman

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Liquidity management

About

Heather Freeman is a financial advisor based in Worcester, Massachusetts, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to align with her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®), Heather provides comprehensive financial planning services to individuals and families. Her practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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