Merrill Lynch Financial Advisor LuAnn Losito

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk assessment

About

LuAnn Losito is a financial advisor based in Utica, New York, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. LuAnn holds the AAMS and CRPC certifications, demonstrating her commitment to professional excellence in financial planning. She serves individuals and families seeking to navigate their financial futures with informed guidance and personalized strategies.

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