Merrill Lynch Financial Advisor James Coker

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

James Coker is a financial advisor based in Clifton Park, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Investment Management Analyst (CIMA), James specializes in providing personalized financial guidance. His services are designed for individuals seeking to align their investments with their financial objectives.

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