Merrill Lynch Financial Advisor Jeffrey Daniels

Financial consultant

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Services Offered

Investment advice
Financial planning
Investment management

About

Jeffrey Daniels is a Certified Financial Planner (CFP®) and financial advisor based in Columbus, Ohio. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. His services include comprehensive financial planning and investment management. Jeffrey serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

8890 Lyra Dr, Columbus, Ohio

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Contact This Advisor

Business Information

Address

8890 Lyra Dr
Columbus, Ohio 43240

Phone

+1614-825-0353

Website

https://advisor.ml.com/sites/oh/columbus-oh/the_barcza_group

Business Hours

Contact for business hours