Merrill Lynch Financial Advisor Stephen Taft

Financial consultant

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Services Offered

Investment advice
Financial planning
Retirement planning
Investment management

About

Stephen Taft is a financial advisor based in Bethesda, Maryland, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Stephen specializes in comprehensive financial planning and investment management. He serves individuals and families seeking to align their financial strategies with their long-term objectives.

Reviews

Location

7501 Wisconsin Ave, Bethesda, Maryland

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Contact This Advisor

Business Information

Address

7501 Wisconsin Ave
Bethesda, Maryland 20814

Phone

+1301-215-4406

Website

https://advisor.ml.com/sites/md/bethesda-md/taft_group

Business Hours

Contact for business hours