What We Do and How We Can Help (Video)

What We Do and How We Can Help (Video)

February 22, 2023

Right now we’re in a very challenging market environment, facing all kinds of obstacles: market volatility, rampant inflation, and a looming recession. It’s a lot for the average person to deal with, and can lead to heightened anxiety. So, how do you increase your financial confidence and decrease stress about your financial future? 

While there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you—your values, dreams, and life circumstances. As such, they deserve a personal touch. That’s where an experienced financial advisor can make all the difference. Watch this quick video to hear more about how James Financial Group can help alleviate your financial stress and work toward financial independence by building long-term relationships based on trust and transparency.

About Jody

Jody James is an LPL financial advisor at James Financial Group, a firm that takes the mystery out of investing, managing risk, and preparing for retirement. With over 10 years of experience in the wealth management industry, Jody works closely with individuals and small business owners to craft creative and customized strategies that allow them to work toward their financial and life goals and preserve their wealth. Serving as a bridge between Wall Street and Main Street, Jody loves the juxtaposition and synergy as he helps clients pursue their dreams while also making an impact on the local community—raising capital for other businesses, entrepreneurs, and innovators.

Jody has a bachelor’s degree in history from Le Moyne College, an MBA from Brandeis University, and holds the Series 7 and Series 66 certifications. When he’s not working, he enjoys traveling, working out, and spending time with his wife and three children, whom he adores. He’s also a huge New England Patriots fan. To learn more about Jody, connect with him on LinkedIn.

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