Merrill Lynch Financial Advisor Theresa Boulos

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Theresa Boulos is a financial advisor based in Red Bank, New Jersey, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Theresa specializes in providing personalized financial planning and investment management services. Her approach is designed to help individuals and families achieve their financial objectives and navigate their financial futures effectively.

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