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Reviews for Merrill Lynch Financial Advisor James P Cole
Add your commentMerrill Lynch Financial Advisor James P Cole
51 John F Kennedy Pkwy 3rd Floor, Short Hills
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51 John F Kennedy Pkwy 3rd Floor, Short Hills
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I've been with Merrill Lynch for over 20+ years and all of them with Bruce Barth, CFP®,CRPC® and his outstanding team. I highly recommend this wealth management group as they are trusted, expert and professional. My in-laws introduced me to them and they have used them for 40+ years. And if that isn't enough accolades Bruce Barth, CFP®,CRPC® improved his ranking on the Top 1200 listing from 2020 to 2021! Well done! Evelyn Gonzalez, CFP®, CRPC® is also a shooting star and will make the list undoubtedly as well