Our Team At James Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Will I have enough money to last throughout retirement?Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Carey A. James Branch Principal (805) 473-6670 (805) 473-0751 CJames@cfiemail.com Jaquelyn L. James Financial Adviser Representative (805) 473-6670 (805) 473-0751 JJames@cfiemail.com Diane L. James Investment Adviser Representative (805) 473-6670 (805) 473-0751 DLJames@cfiemail.com Carmen Buckle Executive Administrative Assistant 805-473-6670 firstname.lastname@example.org Denise Rabena Finance & Operations Assistant (805)473-6670 Drabena@cfiemail.com Have a Question? Name Email Question Thank you! Oops!