Merrill Lynch Financial Advisor Samuel Holmes

Services Offered

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

About

Samuel Holmes is a financial advisor based in Traverse City, Michigan, 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®) and Certified Plan Fiduciary Advisor (CPFA), Samuel provides comprehensive financial planning services. His practice focuses on helping clients achieve their financial objectives through personalized guidance and investment management.

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