Merrill Lynch Financial Advisor James Cole

Services Offered

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

About

James Cole is a financial advisor based in Short Hills, New Jersey, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), he provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

Reviews

Location

Business Information