The James Financial Group

The James Financial Group Financial Services firm that helps families & Business owners manage, protect and transfer wealth Multigenerational Wealth Management Firm. HI, ID, MA.

Specializes in financial planning tailored to life-stage, generational wealth transference, & research-based portfolio management for families and their businesses. We work closely with families through a collaborative process that involves active listening, exploring, risk-management & administration so that goals are realized & plans carried out with less stress. Our personalized program acts as

a GPS navigator to help families manage their wealth in a way that is in alignment with their values. Securities and advisory services are offered through Centaurus
Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org,
a broker/dealer and registered investment adviser. The
representatives associated with this site may only discuss/transact
business in the following states: CA, OR, AZ, NV, FL. NV, NM, OH, OR, TX, UT, VI. The James Financial Group and Centaurus Financial, Inc. are not affiliated companies.

Address

1186 E. Grand Avenue
Arroyo Grande, CA
93420

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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