Perry Goldschein, Financial Advisor - Merrill Lynch

About Us

I advise businesses and individuals on financial planning and investment strategies to help them meet their goals, minimize taxes and mitigate risk. I have worked with clients to integrate entrepreneurship and business ownership, group benefits, sustainability / ESG, and charitable / philanthropic considerations into their efforts, among other areas.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.