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James M. Morris, CFP®, AIF

Financial Management Associates, LLC

33 Railroad Ave
Ste 2
Duxbury, MA 02332-3879
Phone: (781) 934-7880
Fax: (781) 934-8220

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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