Merrill Lynch Financial Advisor Jann Trefny

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Jann Trefny is a financial advisor based in Melville, New York, offering personalized investment advice and strategies. As a Certified Financial Planner (CFP®), he focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to develop tailored financial plans. His services include investment management and financial planning, aimed at helping individuals and families achieve their financial objectives. Jann serves a diverse clientele, providing guidance that aligns with their unique financial situations and aspirations.

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