Merrill Lynch Financial Advisor Nicholas Baumgarten

Services Offered

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

About

Nicholas Baumgarten is a Certified Financial Planner (CFP®) and financial advisor based in Charlotte, North Carolina. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Nicholas provides comprehensive financial planning services, including retirement planning and investment management. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives.

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