Merrill Lynch Financial Advisor Matthew Floberg

Services Offered

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

About

Matthew Floberg is a financial advisor based in Lake Oswego, Oregon, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Matthew holds several professional certifications, including CIMA, CKP, and CPFA, which enhance his ability to provide comprehensive financial guidance. His services are designed for individuals seeking to align their investments with their personal financial objectives.

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