Merrill Lynch Financial Advisor Shelli Guzman

Services Offered

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

About

Shelli Guzman is a financial advisor based in Bainbridge Island, Washington, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Shelli specializes in creating personalized financial plans that align with her clients' aspirations. Her practice is focused on serving individuals and families seeking to enhance their financial well-being through informed investment decisions.

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