Merrill Lynch Financial Advisor Marc Cassalina

Services Offered

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

About

Marc Cassalina is a Certified Financial Planner (CFP®) and financial advisor based in Poughkeepsie, New York. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Marc provides comprehensive financial planning services, including retirement planning and investment management. His practice focuses on helping clients achieve their financial objectives through personalized guidance and strategic planning.

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