The Greater Manlius Chamber of Commerce, Fayetteville, Manlius, Minoa

  HOME
  EVENTS & NEWS
  MEMBER DIRECTORY
      – By Company
      – By Category
      – By Name
  MEMBER CALENDAR
  PHOTOS
  JOIN & MEMBERSHIP
  NEWSLETTER
  COMMUNITY INFO
  INTERNSHIPS
  ABOUT US
  CONTACT & BOARD

Visit us on Facebook Visit us on Twitter Instagram Pinterest Linkedin


 

Financial Services, Insurance, Professional

Merrill Lynch - Jim Plantholt


102 Business Park Drive
Utica, NY 13502

Jim Plantholt

Financial Advisor
315-738-2082
Cell: 410-937-2493
James.Plantholt@ML.com

Connect With Us

Website
LinkedIn

Understanding your life priorities is an important part of how I work with the clients I serve. It's not just about markets and returns, it's about what matters most to you.

I work primarily with business owners and families from Syracuse to Utica by understanding and prioritizing what is important to you. Using our wide range of capabilities we explore and prioritize seven main areas of focus: Health (managing healthcare expenses, now and in the future), Home (upsizing, downsizing, remodeling, or buying a camp/vacation home), Family (taking care of your family and other people in your life), Leisure (spending your free time in meaningful ways), Giving (volunteering, mentoring others, and giving to charities), Work (working in retirement, selling or starting a business), and Finance (bringing it all together and defining your financial goals). I work closely with other trusted professionals and specialists to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.

I welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals, and your aspirations.

Mailing address: 107 Edwards Drive, Fayetteville, NY 13066



 
Line above footer