Merrill Lynch Financial Advisor Joshua Cotter

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Joshua Cotter is a financial advisor based in Burlington, Massachusetts, 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. Joshua holds the Chartered Retirement Planning Counselor (CRPC) and Chartered Retirement Plans Specialist (CRPS) designations, which enhance his ability to guide clients through their financial journeys. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized planning and investment management.

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