At James, we specialize in prioritizing and achieving financial goals at every life stage. Let us help simplify your wealth journey.
Established in 1972 and nestled on a sprawling 35-acre campus near Dayton, OH, our team has been dedicated to serving the needs of the investment community. Committed to goals-based advice and cultivating enduring relationships, we offer unwavering guidance through volatile markets and major life events. Our in-house team and diverse services make us a go-to destination for your wealth management needs. Experience simplicity and guidance on your journey to financial success.
Current Hours
- SUN CLOSED
- MON 08:00AM - 05:00PM
- TUE 08:00AM - 05:00PM
- WED CLOSED
- THU 08:00AM - 05:00PM
- FRI 08:00AM - 05:00PM
- SAT CLOSED
- Location Typeunknown
- Opening Dateunknown
- Annual Revenue Estimateunknown
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- Employeesunknown
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