Merrill Lynch Financial Advisor James E Rogers
About the Business
Merrill Lynch Financial Advisor James E Rogers is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. James has over 11 years of experience in the financial services industry and holds designations such as Accredited Asset Management Specialist, Retirement Accredited Financial Advisor, and CPFA. He offers services in estate and wealth transfer strategies, education planning, retirement plan consulting, wealth preservation, and insurance planning strategies. Additionally, clients can benefit from the expertise of a Wealth Management Lending Officer from Bank of America, N.A. who provides personalized home financing guidance. James is a proud US Army veteran and is actively involved in the community. He is dedicated to understanding his clients' goals and helping them achieve financial success through personalized investment strategies. Contact James Rogers for a customized approach to managing and growing your wealth.
Photos
Location & Phone number
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States
Hours open
Monday:
7:30 AM - 3:30 PM
Tuesday:
7:30 AM - 3:30 PM
Wednesday:
7:30 AM - 3:30 PM
Thursday:
7:30 AM - 3:30 PM
Friday:
7:30 AM - 3:30 PM
Saturday:
Closed
Sunday:
Closed
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