Providing comprehensive wealth management, our holistic approach to planning spans everything from investment management and retirement planning to tax strategies and estate planning. Integrating these areas, our team will design a plan tailored to your unique needs that is thorough and aligned with your overall goals.
We build lasting, generational partnerships via transparency, integrity, and open communication. Whether you are setting goals or are just getting started, take control of your financial future today.
Services For Individuals
We create a financial plan based on your needs and goals, then build a portfolio to match.
Tailored assistance to help you achieve your goals.
At James Investment, we believe a financial plan is the bedrock of wealth prosperity. Our dedicated team will spend time getting to know you, your family and your goals to develop a comprehensive plan tailored to your needs.
Transition to the next chapter of your life with a sense of clarity and assurance.
We’ll create a well-defined plan to uphold your desired retirement lifestyle. Financial freedom during retirement is a common and achievable goal of those approaching their golden years.
Strategic Tax Planning
Intuitive tax strategies to help you retain more of your assets.
Combining personalized tax guidance with your overall wealth management and financial planning strategies ensures that every aspect of your financial life is integrated and working together to help maximize your wealth. Tax laws are complex and constantly changing, so we factor in various potential tax implications when making decisions.
Insurance Needs Planning
Customizing your coverage to help protect your assets.
Our team will assess your unique risks and create a personalized plan tailored to help safeguard your assets and ensure the safety of your family.
James Investment Research, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on this website are for general information only, based on sources we consider reliable, but cannot guarantee its accuracy. It should also not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration your unique financial situation, goals, or requirements.
Investing involves risk, including the loss of principal. Past performance is no guarantee of future results.