portrait of James Rankin

About James

As a financial advisor for nearly 20 years, I have advised individuals and business owners during different life stages, complex investment situations and ever-changing market conditions. I've helped them organize, plan, protect and transfer their wealth.

The rewards of my work have come back to me a thousand times over. I've built incredible relationships with incredible people and celebrated with them as we reach each goal. Over the years, they've referred me to the next generation in their family to the point that today, I serve up to three generations of some families. Much of the growth of my practice now...

Focus Areas

  • Intergenerational planning
  • Retirement income strategies
  • Retirement savings strategies

Team Members

  • Afzia Shareef
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

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My priorities

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Setting your path

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