Merrill Lynch Financial Advisor Scott Kauffman

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Scott Kauffman is a financial advisor based in Weston, 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), and Chartered Retirement Planning Counselor (CRPC®), Scott provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

Reviews

Location

Business Information