James Marshall is a financial planner with Wilmington Advisors @ M&T, a division of M&T Bank that offers personalized investment and wealth management services. Specializing in comprehensive financial planning, James provides tailored financial strategies designed to meet the unique goals of individuals and families. His approach leverages the strength of Wilmington Advisors’ in-depth market insights and M&T Bank’s long-standing reputation for community-based financial services.

Wilmington Advisors @ M&T distinguishes itself by combining the personalized service of a local institution with the expertise of a wealth management advisory firm. With access to a range of investment solutions, James assists clients in planning for retirement, managing assets, and addressing estate or tax planning needs. The firm is dedicated to fostering long-term relationships and partners closely with clients to ensure their financial plans grow and adapt with life changes.

Being part of a community-focused organization, James also integrates M&T’s broader values by maintaining a client-first philosophy rooted in trust and reliability. Whether helping young professionals or seasoned investors, James ensures a customized and strategic approach to financial well-being.

Website: https://www3.mtb.com/wilmington-advisors/find-an-advisor

Key Services:

– Retirement and income planning
– Investment portfolio management
– Estate and wealth transfer strategy
– Tax-efficient financial planning
– Education funding strategies
– Risk management and insurance planning
– Personalized financial goal setting
– Ongoing account monitoring and adjustments