Merrill Lynch Financial Advisor Rick Wood

Services Offered

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

About

Rick Wood is a financial advisor based in Scottsdale, Arizona, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), Rick provides comprehensive financial planning services. He focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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