Merrill Lynch Financial Advisor Richard de-Souza

Services Offered

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

About

Richard de-Souza is a Certified Financial Planner (CFP®) and financial advisor based in Minneapolis, Minnesota. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. Richard provides comprehensive financial planning services, focusing on helping individuals and families navigate their financial journeys. His practice is dedicated to understanding the unique financial situations of his clients and providing personalized guidance.

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