Merrill Lynch Financial Advisor James Fitzgerald

Services Offered

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

About

James Fitzgerald is a financial advisor based in Leawood, Kansas, 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®), he provides comprehensive financial planning services, including retirement planning and investment management. James serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives.

Reviews

Location

Business Information