Merrill Lynch Financial Advisor Matt James
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 90 E St Ground Floor, Santa Rosa, CA 95404
- Phone
- (707) 575-6322
- 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
Looking for financial planning in Santa Rosa? Merrill Lynch Financial Advisor Matt James offers personal financial consulting and planning for individuals and families.
We work with clients across Santa Rosa and Sonoma County to help them organize their finances and plan for the goals that matter most to them. Our approach centers on understanding your situation first, so the guidance we give reflects your priorities and your time horizon.
Whether you are building savings, preparing for retirement, or reviewing investments you already hold, we aim to make each step clear and manageable.
Learn more about our services on our website.
We work with clients across Santa Rosa and Sonoma County to help them organize their finances and plan for the goals that matter most to them. Our approach centers on understanding your situation first, so the guidance we give reflects your priorities and your time horizon.
Whether you are building savings, preparing for retirement, or reviewing investments you already hold, we aim to make each step clear and manageable.
Learn more about our services on our website.