James KinneyCFP®, CCPS
James is a Financial Advisor who helps clients develop a plan for retirement, manage investments and save for retirement.
- About James
- Questions & Answers
Reducing Financial Anxiety and Stress with Sound Planning and Advice
- MBA, Marketing, Fairleigh Dickinson University
- BS, Business Administration, Drexel University
Typical Clients & Fee Structure
People near retirement
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Paid hourly for time spent meeting with a client or working on their behalf.