TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Thomas D Roche CFP

Mr Thomas D Roche CFP

Merrill Lynch, Pierce, Fenner & Smith, Incorporated

16830 Ventura Blvd Ste 601, Encino, CA

90% Trust Score
Compensation
None Provided
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care, Mortgages, Wealth Management

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