Old Colony Investment Services

Jim has over 30 years of experience in the financial services industry, helping clients grow and protect their wealth. He may not have “seen it all,” but he has definitely seen a lot. His perspective has provided a calm, steady hand of guidance to clients through some of the most volatile markets and events in history. He always stays focused on helping you address your financial goals. Jim is also an active member of several professional peer study groups. This helps him stay informed about current issues which may affect your situation.

Financial Advising is 50% about Finance, the technical end of this business. The other 50% is about advising, which takes real communication and relationship skills. Jim develops strong relationships for both you and your entire family. He also educates you as much as needed in order to feel comfortable, confident and in control of your financial decisions.

When you become a client of Jim's,  you enjoy the benefits of his association with some of the most prominent companies in the industry.. They are one of the nation’s leading independent broker-dealers, as recognized by several of the industry trade magazines (Financial Planning, Investment News, Financial Advisor), which annually rank firms in the industry by revenue. More than 700 financial advisors around the country have chosen Independent Financial Group, LLC to provide them with the superior service and support that enable them to help you succeed.