James, Jeffrey, CFP
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Financial Planning Consultants
90 S E St, Santa Rosa, CA 95404
707-575-6370
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412 Center Street, Healdsburg, CA 95448
Bank of Marin
90 S E Street, Suite 100, Santa Rosa, CA 95404
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- General Info
- Welcome to Merrill Lynch in Santa Rosa, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
- Extra Phones
TollFree: 866-706-8321
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- Financial Planning Consultants
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