Merrill Lynch Financial Advisor Jeffrey James
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 90 E St Ground Floor, Santa Rosa, CA 95404
- Phone
- (707) 575-6370
- 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
Whether you're planning for retirement or looking to grow your savings, Merrill Lynch Financial Advisor Jeffrey James offers financial planning and advisory services tailored to you. Our practice serves individuals and families across Santa Rosa and Sonoma County, helping clients build a clear picture of where they are and where they want to go financially.
As financial consultants and planners, we work with you to organize your goals, assess your investments, and develop a strategy that fits your circumstances. Our approach centers on listening first, so every recommendation reflects your priorities and your comfort with risk.
Explore our services and learn more about our team on our website.
As financial consultants and planners, we work with you to organize your goals, assess your investments, and develop a strategy that fits your circumstances. Our approach centers on listening first, so every recommendation reflects your priorities and your comfort with risk.
Explore our services and learn more about our team on our website.