Merrill Lynch Financial Advisor Kurtis Finkel

Services Offered

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

About

Kurtis Finkel is a financial advisor based in Egg Harbor Township, New Jersey, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Kurtis provides comprehensive financial planning services to individuals and families. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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