Merrill Lynch Financial Advisor Jeffry Roundy

Services Offered

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

About

Jeffry Roundy is a financial advisor based in Salt Lake City, Utah, 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®), he provides comprehensive financial planning services. Jeffry serves individuals and families looking to achieve their financial objectives through personalized guidance and strategic investment management.

Reviews

Location

Business Information