Merrill Lynch Financial Advisor James A Calbi

Merrill Lynch Financial Advisor James A Calbi, located in Providence, Rhode Island, United States, is part of The Calbi & Abbate Wealth Management Group. With over three decades of experience, the team is dedicated to serving clients' best interests and understanding their family's needs on an intimate level. Clients range from physicians and business owners to retired couples and widows, with a focus on building enduring relationships based on trust and personalized service.

The team at The Calbi & Abbate Wealth Management Group recognizes that each client is unique, facing both financial and personal challenges. By asking clients many questions and managing their assets with the minimal degree of risk needed, they help clients achieve financial goals that are meaningful and achievable. With a disciplined approach to portfolio management, attention to cost- and tax-efficiencies, and collaboration with clients' CPAs and attorneys, the team aims to give clients every opportunity to use their wealth wisely.

Merrill Lynch is proud of the advisors at The Calbi & Abbate Wealth Management Group who have received recognition from financial industry publications or Bank of America Corporation. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their goals and stay on track in a changing financial landscape. By getting to know clients personally and understanding what matters most to them, the team can create a financial approach that reflects their personality and priorities. Let's work together to help you achieve your goals with Merrill Lynch Financial Advisor James A Calbi.