James Guy

James Guy

Registered Representative

Phone: 614.946.6455
Fax: 216.503.9221
E-mail:
 

Licensed Territories: CA, OH, PA

Mission Statement:

I specialize in helping individuals and families create financial programs to help achieve financial independence.

Personal & Professional Qualifications:

BS in Business Operations and BS in Information Systems from DeVry University.

Company History:

Investment Adviser Representative and Registered Representative since 2011. 

Company Specialty:

Retirement planning and asset/wealth accumulation; 403(b)s and Life Insurance.

Specialty Services:
  • Retirement planning
  • Employee benefits
  • Life insurance
Additional Services:

I also work with small to medium size businesses creating retirement plan solutions designed to satisfy the diverse needs of the plan participants and its sponsors.