Merrill Lynch Financial Advisor Matthew Flotteron

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Liquidity management

About

Matthew Flotteron is a financial advisor based in Burlington, Vermont, offering investment advice and strategies tailored to individual client needs. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements to provide personalized financial guidance. As a Certified Plan Fiduciary Advisor (CPFA), Matthew specializes in helping clients navigate their financial journeys effectively. His services are designed for individuals and families seeking to enhance their financial well-being and achieve their long-term objectives.

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