James Mumaw - Private Wealth Advisor, Ameriprise Financial Services, LLC 4030 Quarles Court, Harrisonburg, VA 22801
About the Business
James Mumaw - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4030 Quarles Court, Harrisonburg, Virginia, United States. James Mumaw holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This institution provides comprehensive financial planning services, specializing in wealth management, retirement planning, estate planning, investment strategies, and insurance products. James Mumaw is dedicated to helping individuals and small business owners achieve their financial goals and secure their financial future.
Photos
Location & Phone number
4030 Quarles Ct, Harrisonburg, VA 22801, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client working with Jim Mumaw over the past sixteen years. He has been my financial advisor through career challenges, starting a new business, coping with illness and disability, and even now as I am in retirement and considering a second career. His ability to listen and respect my individual needs, goals and dreams makes consultations with him feel like chatting with an old friend without any of the intimidation many others in this field seem to project. At the same time, his advice is consistently solid, based on well-researched information and a thorough knowledge of the markets and investment trends. I enthusiastically recommend him to anyone, whether just starting out or looking for a fresh perspective on a large portfolio. If you are looking for an advisor who will meet you 'where you are' and help you to plan for 'where you want to go', see James Mumaw."
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