Merrill Lynch Financial Advisor James Magee

Services Offered

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

About

James Magee is a financial advisor based in Orlando, Florida, 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®), James provides comprehensive financial planning services to help clients navigate their financial journeys. His practice focuses on assisting individuals and families in achieving their financial objectives through personalized guidance.

Reviews

Location

Business Information