Merrill Lynch Financial Advisor Jason Slotkin

Services Offered

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

About

Jason Slotkin is a financial advisor based in Towson, Maryland, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Plan Fiduciary Advisor (CPFA), he provides comprehensive financial planning services. Jason serves individuals and families seeking guidance in managing their investments and achieving their financial objectives.

Reviews

Location

Business Information