Merrill Lynch Financial Advisor Matthew Whiting

Services Offered

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

About

Matthew Whiting is a financial advisor based in Newton, Massachusetts, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Matthew provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

Reviews

Location

Business Information