Merrill Lynch Financial Advisor Suzanne Katz

Services Offered

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

About

Suzanne Katz is a financial advisor based in New York, New York, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), and Certified Financial Planner (CFP), she provides comprehensive financial planning services. Suzanne serves individuals and families seeking to align their financial strategies with their personal objectives.

Reviews

Location

Business Information