Merrill Lynch Financial Advisor James Kelly

Services Offered

• investment advice
• financial planning
• investment management

About

James Kelly is a financial advisor based in Philadelphia, Pennsylvania, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. His services include comprehensive financial planning and investment management, aimed at helping clients achieve their financial objectives. James serves a diverse clientele, focusing on individuals seeking personalized financial guidance.

Reviews

Location

Business Information