Family founded, future oriented. Iowa City’s trusted financial advisors since 1984.
Planning for tomorrow together means listening to you, educating you about your options and supporting you through life’s transitions. As your fiduciaries, we are committed to understanding and building smart strategies that are designed to help meet your financial needs and align with your values.
Planning for tomorrow, together
Why Choose a CFP?
Regardless of whether you choose to work with our office, we hope you work with a CFP®. CFP® Professionals are held to strict ethical standards, they must acquire several years of experience relevant to delivering financial planning services, and must pass the CFP® Certification Exam before they can call themselves a CFP® professional.
- James Investment Group, Inc 673 Westbury Dr Ste 101 Iowa City, IA 52245-2730
- T 319.354.7113
- F 319.354.0534
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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.
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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.
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