James Investment
1349 Fairground Road, Xenia, OH 45385
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1349 Fairground Rd, Xenia, OH 45385, United States
About the Business
James Investment is a finance institution located at 1349 Fairground Road, Xenia, Ohio, United States. With a focus on goals-based planning, we help individuals and institutions prioritize and achieve their financial goals at every stage of life. Our team of financial planners specializes in creating comprehensive financial plans tailored to each client's specific needs, embracing holistic wealth management for enduring success.
Whether you are an individual looking for personalized financial guidance or an institution seeking diversified portfolio management, James Investment can help. Our in-house research team provides market insights to inform our investment strategies, designed to align with your objectives and core values. We also offer estate planning services to help protect your assets and preserve a lasting legacy.
Established in 1972, our team is dedicated to serving the needs of the investment community with goals-based advice and enduring relationships. Registered with the U.S. Securities and Exchange Commission, we offer thorough guidance and simplicity on your journey to financial success. Please note that investing involves risk, and past performance is not indicative of future results. Contact us today to learn more about how we can help you achieve your financial goals.
Reviews
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