Merrill Lynch Financial Advisor Patrice Kaufman

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Patrice Kaufman is a financial advisor based in Naples, Florida, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Patrice specializes in providing personalized financial planning and investment management services. Her practice focuses on helping individuals and families achieve their financial objectives through comprehensive guidance.

Reviews

Location

Business Information