Merrill Lynch Financial Advisor Nathaniel Jones

Financial consultant

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Services Offered

Investment advice
Financial planning
Retirement planning
Wealth management

About

Nathaniel Jones is a financial advisor based in Pittsford, New York, 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 Certified Plan Fiduciary Advisor (CPFA), Nathaniel provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys effectively.

Reviews

Location

1241 Pittsford Victor Rd, Pittsford, New York

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Contact This Advisor

Business Information

Address

1241 Pittsford Victor Rd
Pittsford, New York 14534

Phone

+1585-899-2646

Website

https://advisor.ml.com/sites/ny/rochester-ny/nathaniel_jones

Business Hours

Contact for business hours