Merrill Lynch Financial Advisor Jon Shurtz

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Jon Shurtz is a financial advisor based in Indianapolis, Indiana, 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 Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), Jon specializes in comprehensive financial planning and investment management. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives.

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