Merrill Lynch Financial Advisor Jared Finkelstein

Services Offered

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

About

Jared Finkelstein is a financial advisor based in Miami, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®), Jared provides comprehensive financial planning services to help clients navigate their investment journeys. His practice is dedicated to serving individuals and families looking for personalized financial guidance.

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