Merrill Lynch Financial Advisor Lauretta Burkhart

Services Offered

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

About

Lauretta Burkhart is a financial advisor based in Mansfield, Ohio, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC), Lauretta provides comprehensive financial planning services. Her practice focuses on helping clients achieve their financial objectives through personalized investment strategies.

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