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About

James Brown

Financial Coordinator

Meet James Brown

James Brown, a financial planner originally from Syracuse, New York, where he attended Syracuse University majoring in buisnes administration and accounting. He was introduced to the financial services industry by his mentor Steve Bishop who had  40+ years of experience. Brown has accumulated vast experience and knowledge working for a number of public and private organizations. Brown established James Brown Financial in 2003 when he realized that the financial services industry was constantly changing and he wanted to meet the needs of many. His  priority is ensure each client protects, preserves and grows their assets utilizing the most tax-efficient methods possible. He desires to fulfill his purpose which is helping others reach their financial goals. 

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Brown has been married to his lovely wife Shirley for 40 years, and together they have five children and four grandchildren. Some of his interests include enjoying sports, reading, plays, and travel. 

Guidance to give you Peace of Mind

We want to salute you in taking the first step towards improving your relationship with your finances and planning your future for you and your family. The James Brown Financial Services  Team will work together in concert to help create a solid financial plan customized to fit your individual needs.

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Consultation

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Services built to address all of your needs

We offer services  that guide you through practical and applicable steps to help build, enhance and grow your financial legacy 

Our Services

James Brown Financial Services Team offers services virtually via video conference, telephone and in-person meetings as needed or desired, to discuss one's overall financial picture and financial goals

Gathering of Initial Information

James Brown Financial Services Team will request documents to review your current standing in various areas so that we have a full scope of your financial status

Determination of Need

James Brown Financial Services Team will provide information in various areas to help you create a realistic budget that will guide you in achieving your financial goals

Team Recommendations

James Brown Financial Services Team will provide an applicable plan to achieve your desired goal in your finances 

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