Our Firm

We are a full-service financial services firm committed to helping you pursue and achieve your financial goals. We are family owned and operated and intend to serve the community for years to come as a unified team. Our family oriented approach carries over to the treatment of our clients and we protect and treat our clients as if they were our family. For over 30 years The James Financial Group has offered a wide range of financial services to individuals and business owners and our reputation in the community is unparalleled. We provide sound financial advice based on diversified and diligent research in order to help you to identify and clarify your goals and make educated decisions with confidence and ease.

We always remain on the same side of the fence as our clients and we work hard to ensure that our conduct and our fee-based business model places the client’s needs first.

The James Financial Group works with a network of other exceptional professionals in order to offer comprehensive and holistic financial services.

Please contact us if you have any questions about our firm or the range of financial products and services we provide.