Merrill Lynch Financial Advisor Marc Rosa

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Marc Rosa is a financial advisor based in New York, New York, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Marc specializes in comprehensive financial planning and investment management. He serves a diverse clientele, helping them navigate their financial journeys with personalized guidance.

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