Merrill Lynch Financial Advisor Jeffrey Ting

Services Offered

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

About

Jeffrey Ting is a financial advisor based in San Mateo, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), he provides comprehensive financial planning services. Jeffrey serves individuals and families seeking to enhance their financial well-being through informed investment decisions.

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