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Craig James Financial Services, LLC

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Investment Advisory Service
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Today: 9:00 am - 5:00 pm

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DETAILS

Independent Objective Advice

General Info
At Craig James Financial Services, LLC we provide independent, objective, financial advice for retirees and soon to be retirees. As an independent advisory firm, Craig James Financial Services, LLC is not pressured by a parent company to direct you into their proprietary products. We have the freedom to provide you with a variety of investment choices from among the best the financial services industry has to offer. At Craig James Financial Services, LLC we believe that if you can dream it, you can do it, but only if you understand what it is you want to accomplish with your financial and personal resources. We want to help you carefully design and commit to a comprehensive plan that will help you reach your dreams. We understand that you face decisions every day that impact your long-term planning, and their are no quick answers or simple solutions. That is where objective financial advice can make the difference. The right financial approach can help you answer your short-term questions and give you a road map to guide your long-term goals. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Craig James Financial Services is not affiliated with NEXT Financial Group, Inc. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of NextFinancial.com. Investment products and services available only to residents of: AZ, CA, CO, CT, DE, FL, MD, MA, NJ, NY, NC, OH, PA, SC, TX, and VA.
Extra Phones

Fax: 631-393-2889

Toll-Free: 877-887-2707

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Category
Investment Advisory Service
Other Email

Other Information

Parking: Lot

Certifications: Certified Financial Planner

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Data provided by one or more of the following: Thryv, Data Axle, Yext.