Merrill Lynch Financial Advisor Rebecca Lerner

Services Offered

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

About

Rebecca Lerner is a Certified Financial Planner (CFP®) and financial advisor based in New York, New York. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Rebecca specializes in providing personalized financial planning services that help individuals and families navigate their financial futures. Her approach focuses on understanding each client's unique circumstances to develop effective investment strategies.

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