The James Financial Group - Arroyo Grande, California
Address: 1186 E Grand Ave, Arroyo Grande, CA 93420.
Phone: 8054736670.
Website: thejamesfinancialgroup.com
Specialties: Financial planner, Stock broker.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.
📌 Location of The James Financial Group
⏰ Open Hours of The James Financial Group
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Open 24 hours
- Sunday: Closed
Okay, here’s a comprehensive overview of The James Financial Group, designed to be helpful and informative, formatted as requested:
The James Financial Group: A Trusted Financial Partner
The James Financial Group is a dedicated financial services firm located in Arroyo Grande, California. They operate with a commitment to personalized service and a client-centric approach, aiming to provide comprehensive financial planning and investment solutions. Their core mission centers around helping individuals and families achieve their long-term financial goals.
Location and Contact Information
The James Financial Group’s physical address is:
Address: 1186 E Grand Ave, Arroyo Grande, CA 93420
They can be reached by phone at: 805-473-6670. You can also find detailed information and schedule appointments through their website: thejamesfinancialgroup.com.
Specialties and Services
This firm specializes in two key areas:
Financial Planner: They offer expert guidance on budgeting, retirement planning, investment strategies, and overall financial well-being.
Stock Broker: The James Financial Group provides brokerage services, assisting clients with the buying and selling of stocks and other securities.
They prioritize understanding each client's unique circumstances and aspirations to develop tailored strategies. Their approach suggests a deep understanding of the complexities involved in managing wealth effectively.
Key Features and Accessibility
The James Financial Group distinguishes itself through several notable features:
Women-Owned Business: They are proudly a women-owned and operated firm, fostering a potentially more personalized and empathetic service environment.
Convenient Services: They offer both online appointments and onsite services, catering to diverse client preferences and needs.
Accessibility: The firm demonstrates a strong commitment to inclusivity, providing:
Wheelchair accessible entrance, parking lot, restroom, seating, and a gender-neutral restroom.
Appointment Required & Appointments Recommended: This emphasizes a structured and professional service model.
Client Feedback & Reputation (Based on Available Information)
The James Financial Group currently holds 2 reviews on Google My Business, with an average rating of 3 out of 5. While the specific details of the reviews aren't provided here, the overall sentiment appears to indicate a focus on attentive client care and a genuine concern for individual well-being – going beyond merely managing investments. The frequent inquiries about the client's overall health and even their pets point towards a dedication to building strong, trusting relationships.
Recommended Information for Prospective Clients
For anyone considering The James Financial Group, it’s advisable to:
Schedule a consultation via their website to discuss your financial goals.
Inquire about their investment philosophy and how it aligns with your risk tolerance.
Confirm the specific services you require – whether it’s comprehensive financial planning or focused brokerage assistance.
Final Recommendation
Considering the firm’s commitment to accessibility, personalized service, and a focus on client well-being, The James Financial Group appears to be a worthwhile consideration for individuals seeking a trusted financial partner. We highly recommend visiting their website at thejamesfinancialgroup.com to schedule an initial consultation and explore how they can help you achieve your financial aspirations.
👍 Reviews of The James Financial Group
