James Investment

(937) 426-7640
1349 Fairground Road, Xenia, Ohio, 45385

Business hours

Monday 8:00am to 5:00pm
Tuesday 8:00am to 5:00pm
Wednesday 8:00am to 5:00pm
Thursday 8:00am to 5:00pm
Friday 8:00am to 5:00pm

About us

Established in 1972 and nestled on a sprawling 35-acre campus near Dayton, OH, our team has been dedicated to serving the needs of the investment community. Committed to goals-based advice and cultivating enduring relationships, we offer unwavering guidance through volatile markets and major life events.

Our in-house team and diverse services make us a go-to destination for your wealth management needs. Experience simplicity and guidance on your journey to financial success.

Tags financial advisor, investment planning, estate planning, investment management, wealth management, retirement planning, retirement, financial planner, financial planning, tax planning, Wealth
Services Retirement Planning, Financial Planning, Tax Planning, Wealth Management, Estate Planning, Investment Management

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