Merrill Lynch Financial Advisor James Happ

Services Offered

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

About

James Happ is a financial advisor based in Toledo, Ohio, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), James provides comprehensive financial planning services to help clients achieve their financial objectives. His practice focuses on guiding individuals and families in making informed investment decisions and planning for their future financial security.

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