About
Established in 1972 and nestled on a sprawling 35-acre campus near Dayton, OH, our team has been dedicated to serving the needs of the investment community. Committed to goals-based advice and cultivating enduring relationships, we offer unwavering guidance through volatile markets and major life events.
Our in-house team and diverse services make us a go-to destination for your wealth management needs. Experience simplicity and guidance on your journey to financial success.
Extra info
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Frequently Asked Questions
Which days is James Investment open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are James Investment main services?
Investment Management, Wealth Management, Estate Planning, Financial Planning, Tax Planning, Retirement Planning.
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