Merrill Lynch Financial Advisor Kathleen Monahan

Services Offered

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

About

Kathleen Monahan is a financial advisor based in Westfield, New Jersey, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), she provides comprehensive financial planning services, including retirement planning and investment management. Kathleen serves individuals and families looking to align their financial decisions with their long-term objectives.

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