James Kinney

James Kinney

CFP®, CCPS

James is a Financial Advisor who helps clients develop a plan for retirement, manage investments and save for retirement.

  • About James
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Owner at Financial Pathways
Address
1200 US Hwy 22, Suite 2000
Bridgewater NJ, 08807
60 North Main St.
Cranbury NJ, 08512
230 US Hwy 206, Bldg 3
Flanders NJ, 07836
Phone
(866) 635-8518
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About James

Reducing Financial Anxiety and Stress with Sound Planning and Advice

Jim is a NAPFA registered Fee Only Financial Advisor and the founder and owner of Financial Pathways, an independent financial planning firm with offices in Flanders (Warren/Sussex/Morris), Bridgewater (Somerset/Hunterdon) and Cranbury (Monmouth/Middlesex/Mercer) New Jersey. As a Fee Only Advisor, we are committed to helping our clients make sound financial decisions which are consistent with their life goals. We do not sell any financial products - only advice. Unlike many advisors, we make our advice availa...

Education

  • MBA, Marketing, Fairleigh Dickinson University
  • BS, Business Administration, Drexel University

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

People near retirement
Sudden wealth
Young couples

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

Financial Pathways is a NAPFA registered Fee Only Financial Planning firm located in Bridgewater, NJ. We are also a Registered Investment Advisor in the State of New Jersey. We are permitted to provide investment advice to clients outside of the State of New Jersey on...