Merrill Lynch Financial Advisor Jacob Epstein

Services Offered

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

About

Jacob Epstein is a financial advisor based in Great Neck, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Jacob provides comprehensive financial planning services to individuals and families. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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