Founded in 1999, The James Financial Group is a full-service financial advisory firm dedicated to helping clients build and protect their wealth. The firm operates independently, emphasizing its role as a trusted financial advocate for individuals and families. Their core services include comprehensive financial planning, wealth management, retirement planning, estate planning, and insurance solutions. They offer securities and investment advisory services through affiliation with Kestra Investment Services, LLC and Kestra Advisory Services, LLC.

Founded in

United States