Merrill Lynch Financial Advisor Jeffrey Petersen

Services Offered

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

About

Jeffrey Petersen is a financial advisor based in Vero Beach, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Jeffrey specializes in providing comprehensive financial planning services. He serves individuals and families looking to enhance their financial well-being and achieve their long-term objectives.

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