James Mc Namara is an Ameriprise financial advisor in Stratford, offering personalized financial planning services to help clients achieve their short and long-term goals. Using the exclusive Confident Retirement approach, he assists clients in covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking down financial goals into manageable steps, he aims to take the uncertainty out of planning for the future. James is dedicated to helping clients live the life they've earned and believes that with the right financial advisor, life can be brilliant. Note that comments about his services are not verified and may not be representative of all client experiences.
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Employees: 1-4
Revenue: USD 500,000 - 1,000,000