Merrill Lynch Financial Advisor James Montalto

Services Offered

• investment advice
• financial planning
• investment management

About

James Montalto is a financial advisor based in Ridgefield, Connecticut, affiliated with Merrill Lynch. He offers 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. James focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

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Business Information