James Forsythe

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development
• Asset protection and growth

About

James Forsythe is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and needs of his clients. James employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, providing guidance on asset growth and protection.

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