James Dugan - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Accumulation

About

James Dugan is a financial advisor based in Folsom, California, providing financial planning and investment guidance to local clients. He specializes in retirement planning, investment management, and wealth accumulation strategies. As part of the Morgan Stanley network, James offers personalized financial solutions tailored to meet the unique needs of individuals and families. His practice focuses on helping clients navigate their financial journeys and achieve their long-term financial goals.

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