Carey James & Associates Inc.

More Info

Over two decades of service, its a matter of trust..

General Info

We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing our combined expertise in pursuit of this objective. Advisory Services offered through Carey James & Associates, Inc. Registered Investment Advisor Securities offered through Centaurus Financial, Inc. Registered Broker/Dealer.

Email

owner

Extra Phones

Fax: (805) 473-0751

TollFree: (800) 794-4118

Services/Products

Tax management & and sheltering Investment managementAccess to alternative Investments not tied to the up's and downs of the marketRetirement strategies Estate conservationInsurance and annuity productsClient appreciation and superb client relations

Amenities

-We provide complimentry drinks and treats from a local coffee shop at office visits (we believe in supporting small business's!) -Client appreciation events -Constant Contact with clients about investments-Charity events -Yearly Christmas Party-Luncheons and Seminars -Educational e-mails, videos, and reports for clients & the public

Languages

English, Spanish

Accreditation

CA Ins. Lic#OA47337

CA Corp. Ins Lic# OD94579

Member NASD/SIPC

AKA

James & Pain Financial

Other Link

Financial Advisory Services, Investments, Financial Planning

Other Email

Investment Adviser

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments

Reviews

Details

Phone: (805) 473-6670

Address: 1186 E Grand Ave, Arroyo Grande, CA 93420

Website: Financial Advisory Services, Investments, Financial Planning