James Greaves Email & Phone Number

As a financial professional with an focus on retirement planning, I commit to helping individuals and families at every stage of their lives. From those just entering the workforce to those ready for retirement, I aim to provide clients with the tools and strategies to build a secure and fulfilling future. Specializing in working with public schools and tax-exempt organizations, I focus on establishing and managing 403(b) retirement plans. This allows me to navigate the unique financial needs of educators and non-profit employees, ensuring they have access to optimized retirement solutions. In addition, I provide tailored financial planning designed to meet each client's unique circumstances. Through a holistic approach to wealth management, I create personalized strategies that ensure long-term financial well-being and peace of mind.