Merrill Lynch Financial Advisor Kimberly Perreira

Services Offered

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

About

Kimberly Perreira is a Certified Financial Planner (CFP®) and financial advisor based in Lake Oswego, Oregon. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Kimberly provides comprehensive financial planning services, focusing on helping individuals and families achieve their financial objectives. Her practice is dedicated to serving local clients with personalized financial guidance.

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