Merrill Lynch Financial Advisor James Steele

Services Offered

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

About

James Steele is a financial advisor based in Boise, Idaho, providing personalized investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to tailor his services effectively. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), James offers comprehensive financial planning and investment management services. His practice is dedicated to helping individuals and families achieve their financial objectives and navigate their financial futures.

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