James R Erickson - Morgan Stanley

Services Offered

• financial planning
• investment management
• retirement planning
• wealth accumulation strategies

About

James R Erickson is a financial advisor based in Claremont, California, providing financial planning and investment guidance to local clients. He specializes in a range of services including retirement planning, investment management, and wealth accumulation strategies. As part of Morgan Stanley's extensive network, James offers personalized financial solutions tailored to meet the unique needs of individuals and families. His practice focuses on helping clients achieve their financial goals and navigate significant life events.

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