About the Business
James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403(b), rollovers, conversions, investments, asset allocation and basic tax strategies. James does not receive any commissions and does not offer any products. He provides impartial advice and recommendations with complete honesty.
James has extensive experience in the financial industry, including being a CPA, MBA, Real Estate Broker (consultation only), Stockbroker Series 7 License (inactive) and former CFO. He is well-qualified to help clients with their wealth management needs.
Reviews (0)
Click to RatePublisher Info
Opening Time
-
Mon
9:00 AM - 5:00 PM
-
Tue
9:00 AM - 5:00 PM
-
Wed
9:00 AM - 5:00 PM
-
Thu
9:00 AM - 5:00 PM
-
Fri
9:00 AM - 5:00 PM
-
Sat
Closed
-
Sun
Closed