Merrill Lynch Financial Advisor Robert Rothman

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Robert Rothman is a financial advisor based in New York, New York, 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®), Robert provides comprehensive financial planning services, focusing on helping clients achieve their financial objectives. His practice serves a diverse clientele, including individuals and families seeking personalized financial guidance.

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