Craig James Financial Services, LLC

About

Craig James Financial Services, LLC is an investment and retirement planning firm that specializes in the needs of retirees, with a focus on law enforcement retirements. Our commitment to our clients is to offer them personalized, independent, financial advice, so they can prepare for a financially secure retirement.

Our motto is "offering you independent, objective, financial advice."​ We accomplish that by keeping ourselves truly independent. We are not owned by any insurance company, bank, or trust company. We are able to provide you with solutions based on your needs, not on what products we can sell to you.

We are here to listen. We have expertise in the areas of estate planning, planning for the elderly, long term care, insurances of all kinds, and retirement planning. By listening to our clients, we design individualized investment portfolios based upon your risk tolerance, knowledge of investing, and time horizon. We want to gather as much information about you in order to make accurate recommendations. WE have built our reputation as leaders in retirement transition.

We provide our clients with solid, personalized investment planning targeted to your needs. The relationships we establish with our clients are designed to last a lifetime; therefore, it is imperative that we work together. At Craig James Financial Services, LLC, we are proud of our clientele. Our goal is to build lasting relationships through our personalized counseling in all aspects of one's financial life.

Keywords

financial planning, education planning, disability & life insurance, 401, retirement planning, stocks, bonds, iras, roth iras, estate planning, annuities

Amenities

No amenities listed yet

Upcoming Events

No upcoming events scheduled

Frequently Asked Questions

No reviews yet. Be the first to review!

Social Links

No social media links available

Photo Gallery

No photos available

Contact Information

Business Info

Location

Business Hours

Business hours not available