Merrill Lynch Private Wealth Advisor Marc Berkowitz

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Marc Berkowitz is a Private Wealth Advisor based in White Plains, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), he provides comprehensive financial planning services, focusing on helping clients achieve their financial objectives. His practice serves a diverse clientele, including individuals and families seeking personalized financial guidance.

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