Merrill Lynch Financial Advisor James Morner

Services Offered

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

About

James Morner is a financial advisor based in Seal Beach, California, 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, including retirement planning and investment management. He serves a diverse clientele, focusing on helping individuals achieve their financial objectives through personalized guidance.

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