Merrill Lynch Financial Advisor Jeff Masters

Services Offered

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

About

Jeff Masters is a financial advisor based in Houston, Texas, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), he provides comprehensive financial planning services, focusing on helping clients achieve their financial objectives. Jeff serves a diverse clientele, including individuals and families seeking personalized financial guidance.

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