Carey James & Associates Inc.
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1186 E Grand Ave, Arroyo Grande, CA 93420
1186 E Grand Ave, Arroyo Grande, CA 93420
Website
EmailWe 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.
More Business Info
Over two decades of service, its a matter of trust..
- Hours
- Regular Hours
Mon - Fri: - 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
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments