Merrill Lynch Private Wealth Advisor Nicholas Kozak

Services Offered

• Investment management
• Financial planning
• Wealth management

About

Nicholas Kozak is a Private Wealth Advisor based in Bloomfield Hills, Michigan, providing tailored investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to create personalized financial plans. Nicholas offers a range of services including investment management and financial planning. He serves individuals and families looking to align their investments with their long-term objectives.

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