Scott James Group

Scott James Group has been helping investors plan and execute their financial retirement plans since 1996. Our Certified Financial Planners focus on budgeting and the proper asset allocation to keep your retirement cash flow stable and to last as long as possible.

The investments you make with us are held with our clearing firm, Pershing, LLC, a division of The Bank of New York Mellon, custodian of over $48.8 trillion in assets as of March 31, 2024, the largest financial custodian in the world.  The advantages of working with The Scott James Group are you get an owner operated business environment combined with the financial security of having your investments held by the largest custodian in the world.

Ask about Tax-Free Municipal bonds yielding approximately 5%.

Please fill out your interests on Your Investment Interests page for information on your areas of interest. Thank you.

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