Merrill Lynch Financial Advisor Kathleen Maloney

Services Offered

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

About

Kathleen Maloney is a financial advisor based in Summit, New Jersey, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Kathleen provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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