James Broom Email & Phone Number

“For 27 years I have been helping clients plan, save, and reach their retirement goals. Many have become close personal friends. My goal is to work for them the way I’d like someone to work for my family – straight-up and fair.”Portfolio Manager, Senior Financial Advisor, Registered Principal.James Broom has been in the financial advisory business since 1997. He established an independent financial firm in 2002. Business owners, wealthy families, and executives are among those using James' services to help them navigate retirement. In addition to being a Senior Financial Advisor, James is a Registered Principal and Portfolio Manager. James' educational background includes a Bachelor of Arts in Bible, a Master of Arts in Pastoral Studies from Bob Jones University, and a Doctorate of Sacred Ministry from Northland International University. Staying active is a priority for James. He has completed 11 marathons.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Illinois, Kansas, Massachusetts, Minnesota, North Carolina, North Dakota, New Mexico, Oregon, South Dakota, Texas, Wisconsin, Virginia, Washington, Wisconsin, and Wyoming only.NorthStar Wealth Management, Inc. is a Registered Investment Advisor registered with the State of Minnesota.

Listed skills include Investments, Insurance, Finance, Financial Analysis, and 7 others.