Merrill Lynch Financial Advisor John Petersen

Services Offered

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

About

John Petersen is a financial advisor based in Clifton Park, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), John specializes in providing comprehensive financial planning services. He serves a diverse clientele, helping them navigate their financial journeys and achieve their long-term objectives.

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