Something Big is Happening!
After more than 50 years of serving clients from our Xenia headquarters, James Investment is expanding!
A second office is coming to Minster, Ohio, and we are genuinely excited about it! The new office will serve individuals, families, and business owners throughout Auglaize and Mercer Counties, bringing the firm’s full range of financial services closer to the communities it has built relationships with over the years.
This is not a small thing for a firm like ours. Opening a second location is a decision we did not take lightly, and the fact that it is happening in Minster makes it feel right. The firm has built meaningful relationships throughout Auglaize and Mercer Counties over many years, and several members of the James Investment team have called this part of Ohio home for most of their lives. When the opportunity to bring the firm there became real, it was an easy yes.
The Same Great Services, Closer to Home
The Minster office will offer the full suite of in-house services James Investment is known for, including investment management, financial planning, retirement strategies, estate and trust planning, tax preparation, and business financial services such as 401(k), 403(b), and SIMPLE IRA plans.
Rather than piecing together financial guidance from multiple providers, clients in the area will have access to a single team that can help coordinate all of it under one roof.
What’s Ahead
Construction is underway, and we look forward to sharing more details as the Minster office takes shape. When the doors open, our plan is to be a genuine resource for the community, not just a place to review statements, but a place for real conversations about what matters most to our clients financially.
We also plan to be involved in the community through workshops, local events, and educational opportunities that help individuals, families, and business owners make more confident decisions.
For more information, visit jamesinvestment.com/minster.
