Merrill Lynch Financial Advisor James R Kaufman

Merrill Lynch Financial Advisor James R Kaufman is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. James R Kaufman, Senior Financial AdvisorManaging Director, has been in the financial services industry since 1998 and can assist you in building a wealth management strategy tailored to your individual needs. With a comprehensive approach to managing wealth, James focuses on listening to your needs and helping you make informed decisions to develop your strategy.

The mission of James R Kaufman is to understand what matters most to you and design a personalized plan to help you and your family pursue financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, James works with you to develop an approach that addresses your financial needs using the investment insights of Merrill and banking solutions from Bank of America. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, customizing your financial approach, or providing advice to help you stay informed.

Merrill Lynch goes beyond the traditional role of an advisor by providing access to investing insights and banking capabilities to help you make informed decisions as you pursue your goals. With tools to help you track changes in your life and goals, the financial approach is continuously adjusted to help you progress towards reaching your goals. Success is measured by the progress made towards achieving your goals, making adjustments as needed.

This institution believes in bringing fresh perspectives to your financial life and helping you connect your life and finances to create a clear path forward. By understanding how you feel about investing and your financial goals, James R Kaufman and the team at Merrill Lynch can help you make investment-related decisions that align with your aspirations. With access to BofA Global Research, investment products, insurance, annuity products, trust services, and banking products, Merrill Lynch Financial Advisor James R Kaufman offers a comprehensive approach to managing your wealth and pursuing your financial goals.