Merrill Lynch Financial Advisor James McKay

Financial consultant

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Services Offered

investment advice
financial planning
investment management

About

James McKay is a Certified Financial Planner (CFP®) and financial advisor based in Wellesley Hills, Massachusetts. He offers investment advice and strategies tailored to meet clients' life goals, risk tolerance, time horizon, and liquidity needs. His services include comprehensive financial planning and investment management, ensuring that clients receive personalized guidance. James serves individuals and families looking to align their financial decisions with their long-term aspirations.

Reviews

Location

45 William St Suite 100, Wellesley Hills, Massachusetts

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Contact This Advisor

Business Information

Address

45 William St Suite 100
Wellesley Hills, Massachusetts 02481

Phone

+1781-431-4012

Website

https://advisor.ml.com/sites/ma/wellesley-ma/j_mckay

Business Hours

Contact for business hours