Jonathan Merrigan
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Here to act in your best interests
About me
I help my clients achieve their financial goals and dreams in a comprehensive and personal way. A financial planner since 2001, I draw on my experience to help set them on a course for success so they can rest assured that a satisfying retirement is attainable. In my spare time, my favorite thing to do is have fun with my two boys. I’m also an avid runner and a decent cook.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Science, Finance - Bentley University
Visit one of our Locations
Boston I - Burlington
25 Burlington Mall Road
Suite 405
Burlington, MA 01803
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
