Merrill Lynch Financial Advisor James Shulman

Services Offered

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

About

James Shulman is a financial advisor based in Boca Raton, Florida, affiliated with Merrill Lynch. He specializes in providing investment advice and strategies tailored to individual client needs, including understanding life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), James focuses on helping clients navigate their financial journeys. His services are designed for individuals seeking personalized financial guidance and investment management.

Reviews

Location

Business Information