Merrill Lynch Financial Advisor Margot Michalski

Services Offered

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

About

Margot Michalski is a Certified Financial Planner (CFP®) and financial advisor based in New York, New York. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Margot provides comprehensive financial planning services, including retirement planning and investment management. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance and support.

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