James Herbert Hunt Iv Email & Phone Number

My passion as a financial advisor stems from my desire to positively impact clients’ lives for the better by helping take the stress of financial management off their plates. We will focus on communication, trust, and understanding as the key driving principles clients enjoy as we deliver a higher level of service and personalized financial plans. This allows clients to have comfort, clarity and focus on what really matters to them and lead the life they have always dreamed of. We approach every interaction and decision with our client’s best interest in mind, listening to what they have to say, educating them on their options, considering the larger picture and aiming for their financial security and prosperity. Along the way, we will leverage our 35+ years of expertise to continually adjust the planning process to an ever-evolving market dynamic and life’s circumstances. Transparency and simplifying the complex while providing education around multiple investment disciplines is a benefit you will receive by working with me. I pride myself on making personal connections with clients that over time allow us to be better planners and meet their needs more effectively. If you feel we would be a suitable option in reaching your goals and objectives, I welcome the opportunity to speak further and see if working together makes sense.

Listed skills include Investment Planning, Comprehensive Financial Planning, Retirement Planning, Investment Tax Planning, and 3 others.

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  Howard University

  Political Science And Government