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James Senior CFP® - Edward Jones

James Senior CFP® - Edward Jones
Categories

Financial PlanningInvestments/Insurance

About Us

I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. Serving our clients' best interests is a responsibility we take seriously. Every client in our practice has customized planning unique to their situation. I use a disciplined process that assembles the pieces of your puzzle to help you achieve your goals. We also take pride in providing every client exceptional, proactive service.

Edward Jones celebrated our 100-year anniversary in 2022. Over these years, we have developed expertise serving:

Entrepreneurs and Business Owners
Families
Independent Women
Retirees
The LGBTQ community

Highlights

  • Retirement Planning
  • Insurance
  • Investment Securities
  • Financial Services

Images

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Rep/Contact Info

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James Senior CFP®
Financial Advisor