James F. Guy

Registered Representative
Investment Adviser Representative

State Registrations: CA, CO, OH, PA

Mission Statement:

I specialize in helping individuals and families create financial programs to help achieve financial independence.

Personal & Professional Qualifications:

BS in Business Operations and BS in Information Systems from DeVry University.

Company History:

Investment Adviser Representative and Registered Representative since 2011. 

Company Specialty:

Retirement planning and asset/wealth accumulation; 403(b)s and Life Insurance.

Specialty Services:
  • Retirement planning
  • Employee benefits
  • Life insurance
Additional Services:

I also work with small to medium size businesses creating retirement plan solutions designed to satisfy the diverse needs of the plan participants and its sponsors.

Phone 800.417.9099
Fax 216.503.9221
Mobile Phone 614.946.6455
E-mail