Merrill Lynch Financial Advisor Kathleen Richards

Services Offered

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

About

Kathleen Richards is a financial advisor based in Burlington, Massachusetts, 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®), Kathleen provides comprehensive financial planning services that help individuals and families navigate their financial journeys. Her practice focuses on understanding the unique circumstances of each client to deliver personalized financial guidance.

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