GUIDING FAMILIES WITH HOLISTIC FINANCIAL PLANNING
At James Investment Group, we are committed to helping your family balance today’s needs with tomorrow’s goals. And we aim to provide that support in such a way that you will feel as if you were our one and only client. You will notice that in our attention to detail and the way in which we quickly address your questions and requests.
You have the assurance of knowing there is a team that is committed to looking out for you, your family and your financial well-being. We are here to act as your advocates and to help you make the decisions that are best for you. This means that rather than always telling you what you want to hear, we are dedicated to helping you view your situation with professional financial guidance. As a result you are empowered to make healthy and informed financial decisions that are good for you and your family.
It is our mission to serve as your family’s financial advisors now and for future generations – to help make life easier and more rewarding for you along the way. We will handle all matters related to managing and preserving your money, and building your legacy – so you are free to focus on enjoying your life and the people important to you.
related resources
Which education expenses are considered qualified?
Leaving Money to Your Kids? Consider These Inheritance Tips
Preserving Wealth Across Generations
- James Investment Group, Inc 673 Westbury Dr Ste 101 Iowa City, IA 52245-2730
- T 319.354.7113
- F 319.354.0534
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. James Investment Group, Inc is not a registered broker/dealer and is independent of Raymond James Financial Services.
© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
| Legal Disclosures | Privacy, Security & Account Protection | Terms of Use