James Investment Group, Inc.

Welcome to James Investment Group, Inc.

Providing individualized financial solutions since 1984

For more than 25 years we have worked with clients to help them meet their current and future financial needs. Our talented and experienced team looks forward to working with you.

Today and for years to come, we will:

recognize and value your unique situation
work with you to assess and prioritize your financial goals
help you understand and navigate the complexities of investing
assist and support you as you make transitions
provide friendly, personalized and prompt service

Mission Statement

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to financial planning is straightforward: we focus on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights