Merrill Lynch Financial Advisor Matthew Peterson

Services Offered

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

About

Matthew Peterson is a financial advisor based in Boston, Massachusetts, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, taking into account their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Matthew specializes in creating personalized financial plans. He serves a diverse clientele, helping them navigate their financial journeys and achieve their objectives.

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