Merrill Lynch Financial Advisor Richard Poirier

Services Offered

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

About

Richard Poirier is a financial advisor based in Pensacola, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plans Specialist (CRPS®), Richard provides comprehensive financial planning services. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

Business Information