Guide > Audit & Consulting in California > Audit & Consulting in Santa Rosa > Merrill Lynch Financial Advisor Jeffrey A James
Merrill Lynch Financial Advisor Jeffrey A James
90 South E Street, Santa Rosa, CA 95404
Location & Phone number
90 S E St Ground Floor, Santa Rosa, CA 95404, United States
About the Business
Merrill Lynch Financial Advisor Jeffrey A James, located at 90 South E Street in Santa Rosa, California, is a trusted and experienced finance institution committed to building strong relationships with clients. With a focus on personalized financial planning, Jeffrey James is a CFP® professional and Wealth Management Advisor with over 25 years of experience in the industry. Specializing in portfolio management and investment strategies, Jeffrey can help clients pursue their financial goals with a customized approach tailored to their individual needs.
Active in the Santa Rosa community, Jeffrey is dedicated to serving clients and giving back through various civic organizations. The institution offers a range of capabilities including retirement income planning, wealth transfer solutions, and investment advisory services. By utilizing the Merrill Investment Personality Assessment, Jeffrey can gain a deeper understanding of clients' investment preferences and create a financial strategy aligned with their goals.
With a focus on personalized advice and measurable goals, Merrill Lynch Financial Advisor Jeffrey A James works closely with clients to track progress and adjust investment strategies as needed. By staying informed of changes in clients' lives and financial goals, Jeffrey helps clients stay on track to achieve what's most important to them. Whether you are planning for retirement, wealth transfer, or philanthropic endeavors, Jeffrey James is dedicated to helping you achieve your financial goals and secure your financial future.
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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