Merrill Lynch Financial Advisor James Matthews

Services Offered

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

About

James Matthews is a financial advisor based in Hunt Valley, Maryland, 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®) and Certified Public Finance Advisor (CPFA), he provides comprehensive financial planning services. His focus is on helping clients navigate their financial journeys and achieve their long-term objectives.

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