The James Financial Group - Arroyo Grande, California

The James Financial Group

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

Phone: 8054736670.

Website: thejamesfinancialgroup.com.

Specialties: Financial planner, Stock broker.

Other points of interest:

• Identifies as women-owned
• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Gender-neutral restroom
• Restroom
• Appointment required
• Appointments recommended

This company has 2 reviews on Google My Business.

The average opinion is 3/5.

Characteristics and Information

The James Financial Group is a financial services company located at 1186 E Grand Ave, Arroyo Grande, CA 93420. They offer financial planning and stock brokerage services.

The company identifies as women-owned and has wheelchair accessible facilities.

They offer online appointments and onsite services, making it convenient for clients to access their services.

Recommendation

For individuals seeking financial planning and stock brokerage services, The James Financial Group is a recommended option.

Their commitment to caring for clients' financial well-being, as evident in their regular portfolio reviews, is a notable aspect of their business.

While opinions are mixed, with some clients expressing satisfaction with their services, others may find the appointment requirement limiting.

Ultimately, a potential client should research and evaluate The James Financial Group's services and reputation before making a decision.

👍 Reviews of The James Financial Group

Sue M. P.

5/5

I have been very pleased with my investment performance since I moved my funds to The James Financial Group. All of my retirement investment monies are now with them. I appreciate they truly care about me; not just my money. We meet on a regular basis to review my portfolio. They are always so kind and ask how I'm doing; they even ask about my dog! It feels good to invest with someone who has my best interest at heart. Thank you James Financial Group for taking great care of me!

Tyler L.

1/5

As a young professional in the business world, I simply called for a trusting local agent to help with my business opportunities. Apparently they are too busy to accommodate me, let alone give me simple advice on how I can seek guidance. Was told to have a good day and got hung up on.