Merrill Lynch Financial Advisor James Below

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
90 E St Ground Floor, Santa Rosa, CA 95404
Phone
(707) 575-6346
Website
advisor.ml.com
County
Sonoma County

Hours

  • Monday: 7 AM–3 PM
  • Tuesday: 7 AM–3 PM
  • Wednesday: 7 AM–3 PM
  • Thursday: 7 AM–3 PM
  • Friday: 7 AM–3 PM
  • Saturday: Closed
  • Sunday: Closed

About

Based in Santa Rosa, Merrill Lynch Financial Advisor James Below offers financial consulting and financial planning for individuals and families across Sonoma County. We help clients think through their goals, from building savings and planning for retirement to managing investments over the long term.

Our approach starts with understanding your full financial picture so the guidance we give fits your situation and your priorities. We work with people across the North Bay who want a clear, practical plan and a steady partner to help them carry it out.

Learn more about our services on our website.