Merrill Lynch Financial Advisor Matthew Waldron

Services Offered

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

About

Matthew Waldron is a financial advisor based in Roseville, California, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), he provides comprehensive financial planning services. Matthew serves individuals and families seeking to enhance their financial well-being and achieve their long-term objectives.

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