The Office of James G Williams - The Investment Center

History

After being mentored by two of DC's most respected financial planning professionals, I decided to start my own practice, taking the skills I developed to my native Pennsylvania. I currently serve as a planner, advisor and insurance professional to clients in Pennsylvania, Maryland, Virginia, Tennessee, as well as active-duty military members at a base in Utah.

Specialties

Our focus is financial life planning for professionals, entrepreneurs, as well as families and seniors. We are here to identify and then realize your financial goals and dreams for the future. Clear and timely communications are a keystone to our service. If a concern arises, we are able to resolve quickly and directly with you. We will become your trusted advisor, where you can expect high-level of personalized service.