James S. Moran

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development

About

James S. Moran is a financial consultant based in Birmingham, Michigan, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. James employs an in-depth discovery process to understand his clients' specific situations and time horizons. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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