Merrill Lynch Financial Advisor Shankar Iyer

Services Offered

• investment advice
• financial planning
• retirement planning
• investment management

About

Shankar Iyer is a Certified Financial Planner (CFP®) and financial advisor based in Chicago, Illinois. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. His services include comprehensive financial planning, investment management, and retirement planning. Shankar serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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