James Henry - TD Wealth Financial Advisor

Services Offered

• financial planning
• investment management
• personalized Client Profiles
• holistic wealth planning

About

James Henry is a financial advisor based in Andover, Massachusetts, working with TD Wealth. He prepares personalized Client Profiles and develops unique holistic TD Wealth Plans tailored to individual financial goals. His services include financial planning, investment management, and ongoing financial guidance that adapts to changing objectives. James serves a diverse clientele, focusing on helping individuals and families achieve their financial aspirations.

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