Company Tagline
Planning. Investing. Advice.
Industry Category
Business Keywords
Company Description
James Investment has established a strong reputation for excellence in wealth management since 1972. Located in Xenia, Ohio at 1349 Fairground Rd, James Investment prioritizes understanding each client's unique financial goals, building lasting relationships through personalized guidance. With over 50 years of dedicated investment research, James Investment adeptly navigates market changes and important life transitions, ensuring clients' financial well-being remains paramount.
James Investment offers comprehensive services, extending beyond basic investment management. The firm provides tailored financial plans created to meet specific needs, leveraging diverse strategies to construct and actively manage portfolios that align with individual objectives. James Investment is committed to delivering strategic tax planning and comprehensive wealth management, going beyond traditional investment to serve client needs more fully.
Furthermore, James Investment provides expert estate planning advice, protecting assets and helping to secure legacies. As a trusted partner, James Investment guides clients toward financial success, offering services such as retirement planning, risk management, and asset management. We invite the management team at James Investment to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.
Key Personnel / Employees
Compare Companies Side by Side
Compare James Investment with 3 companies in Financial-Services
| Comparison Field |
Ja
James InvestmentMain Company |
Creative PlanningView Profile |
Endurance CapitalView Profile |
KCA Wealth Managemen...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 0 | 2015 | 2012 |
|
Company Size
|
— | 1,001-5,000 | 2-10 | 11-50 |
|
City
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Xenia, Ohio | Overland Park, Kansas | Pana, Illinois | Camp Hill, PA |
|
Country
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United States | |||
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Skills & Keywords
Comparing with main company
|
18 Total Skills
Wealth Management
Financial Planning
Investment Management
Estate Planning
Retirement Planning
Asset Management
Tax Planning
Strategic Tax Planning
Insurance Needs Planning
Comprehensive Wealth Management
IRA
Goal-Based Planning
401K
Retirement
Financial Advice
Risk Management
Trusts
Mutual Funds
|
6 Total
6 Unique
Unique Skills:
Business Owner Services
Estate Planning & Trusts
Institutional
Insurance
International
Retirement Services
|
2 Total
2 Unique
Unique Skills:
Accumulation
Business Planning
|
14 Total
1 Common
13 Unique
Match
6%
Common Skills:
Wealth Management
Unique Skills:
401(k) Retirement Savings Plans
Alternative Investments
Bonds
Business Planning
Disability Insurance
Finance
+7
|
4
Total Companies2012
Oldest Founded1
Countries37
Unique SkillsSimilar Companies
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Alternative Company Names
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