• James Senior CFP® - Edward Jones

    James Senior CFP® - Edward Jones

    Categories

    Financial PlanningInvestments/Insurance

    About Us

    I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. Serving our clients' best interests is a responsibility we take seriously. Every client in our practice has customized planning unique to their situation. I use a disciplined process that assembles the pieces of your puzzle to help you achieve your goals. We also take pride in providing every client exceptional, proactive service.

    Edward Jones celebrated our 100-year anniversary in 2022. Over these years, we have developed expertise serving:

    Entrepreneurs and Business Owners
    Families
    Independent Women
    Retirees
    The LGBTQ community

    Highlights

    • Retirement Planning
    • Insurance
    • Investment Securities
    • Financial Services

    Images

    Gallery Image Jim_Senior_-_Web_Sized.jpg

    Rep/Contact Info

    Card image cap
    View Personal Bio
    James Senior CFP®
    Financial Advisor