Introducing SMART STRATEGIES—our brand-new series of educational posts! Stay tuned each month for insights to help you optimize your financial journey. First up: Capital Gains & Loss Review #smartstrategies
关于我们
Since 1972, James Investment has cultivated a reputation for excellence in wealth management. Our team prioritizes understanding your unique goals and values, fostering long-lasting relationships built on trust and personalized guidance. Our 50+ years of investment research help you navigate volatile markets and life transitions, ensuring your financial well-being remains a top priority throughout the journey. James Investment goes beyond simply managing investments. We believe that we have something to offer for everyone. Our financial planners create customized plans tailored to your specific needs, while our investment managers leverage diverse strategies to build and actively oversee portfolios aligned with your goals. Additionally, we offer expert guidance in estate planning, helping to protect your assets and ensure your legacy is preserved. No matter where you are on your journey, let James Investment be your partner on the path to financial success. Planning. Investing. Advice.
- 网站
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https://www.jamesinvestment.com
James Investment的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Xenia，Ohio
- 类型
- 私人持股
- 创立
- 1972
- 领域
- Financial Planning、Risk Management、Comprehensive Wealth Management、Estate Planning、Retirement、Mutual Funds、Retirement Planning、401K、IRA、Strategic Tax Planning、Insurance Needs Planning、Trusts、Investment Management、Financial Advice、Asset Management和Goal-Based Planning
地点
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主要
获取路线
1349 Fairground Rd
US，Ohio，Xenia，45385
James Investment员工
动态
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Meet the James Team: https://hubs.ly/Q02JJGDC0
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Don't miss our latest Market Commentary discussing: A Broadening Rally, Rising Yields and Gold's Run Read Here: https://hubs.ly/Q02WxLY60 #marketcommentary
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Happy Halloween from James Investment! ?? We hope your day is filled with just the right mix of spooky fun, treats, and maybe even a little mystery! Whether you're out trick-or-treating with your family or cozying up at home, here’s to a safe, festive night from our team to yours! ?? #HappyHalloween #JamesInvestment
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For over 50 years, James Investment has been guiding families on their financial journey, helping them achieve their goals every step of the way. Contact us today to start your journey. #FinancialFreedom #RetirementPlanning #WealthManagement
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For over 50 years, James Investment has been guiding families on their financial journey, helping them achieve their goals every step of the way. Contact us today to start your journey. #FinancialFreedom #RetirementPlanning #WealthManagement
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Happy #NationalSavingsDay! Saving doesn’t have to be complicated. Set goals, budget wisely, cut unnecessary costs, and tackle high-interest debt. Start small today, and watch your savings grow! ???? #FinancialPlanning #SavingsTips
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Financial stress can impact mental health. On #WorldMentalHealthDay, focus on finding balance. Smart wealth management leads to peace of mind and a brighter future. Let’s plan together for what matters most! #mentalhealthawareness #wealthmanagement
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Today, members of our team had the honor of attending and supporting Kettering Health Foundation’s 22nd Annual Ribbon of Hope Luncheon, helping to provide essential breast cancer care to uninsured women in our community.
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