Merrill Lynch Financial Advisor Jimmy Quan

Services Offered

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

About

Jimmy Quan is a financial advisor based in New York, New York, affiliated with Merrill Lynch. He specializes in providing investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), he offers comprehensive financial planning services that help clients navigate their financial futures. Jimmy serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

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