Merrill Lynch Financial Advisor Matthew Rafferty

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Matthew Rafferty is a financial advisor based in Wayne, Pennsylvania, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®), he provides comprehensive financial planning and investment management services. Matthew serves individuals and families seeking to align their financial strategies with their personal objectives.

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