Craig James Financial Services, LLC - Melville, New York

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Craig James Financial Services, LLC: A Comprehensive Overview

Craig James Financial Services, LLC stands as a distinguished financial advisory firm, committed to delivering expert guidance and tailored solutions to clients seeking to optimize their financial well-being and secure their future. Based in the heart of Melville, New York, this reputable company leverages its extensive experience in the financial sector to provide a wide array of services, ensuring that individuals and businesses alike can navigate the complexities of wealth management with confidence and precision. As a trusted entity in the community, Craig James Financial Services is recognized for its client-focused approach, which emphasizes personalized attention and ethical practices, making it a go-to choice for those looking to enhance their financial strategies and achieve long-term stability.

Location and Accessibility

Located at 510 Broadhollow Road, Suite 204, in Melville, New York, Craig James Financial Services is easily accessible from various parts of the region. The address is strategically positioned to serve clients in the surrounding areas, offering convenient proximity to major transportation hubs and local amenities. For those seeking to visit the office, the facility is equipped with wheelchair-accessible features, including a car park, entrance, and toilet, ensuring that all clients, regardless of mobility, can access the services without barriers. This commitment to inclusivity reflects the company's dedication to providing a welcoming environment for everyone, fostering a sense of equality and accessibility in its operations.

When planning a visit, it is advisable to contact the company directly using their phone number, 631-393-2888, to confirm availability and schedule an appointment. Appointments are highly recommended to ensure personalized service and dedicated time for discussing financial matters. The company's physical presence in Melville makes it an ideal resource for residents and businesses in the area, offering a professional space to address financial concerns and receive expert advice.

Services and Specialties

Craig James Financial Services specializes in several key areas of financial expertise, catering to a diverse clientele with varying needs. The firm offers comprehensive financial planning, enabling clients to create customized roadmaps for their financial goals, whether it involves retirement planning, estate management, or investment growth. In addition, the company functions as a financial advisor, providing insightful counsel on asset allocation, risk management, and wealth preservation strategies. These services are delivered by experienced professionals who stay abreast of market trends to ensure that clients receive up-to-date recommendations.

One of the notable specialties is life insurance agency services, where the team assists clients in evaluating and securing appropriate life insurance policies to safeguard their families and provide financial security. Furthermore, as a stock broker, Craig James Financial Services offers brokerage services, facilitating the buying and selling of securities while guiding clients on market opportunities and investment risks. A standout feature is the integration of these services, allowing for holistic financial planning that addresses multiple aspects of a client's financial life. For instance, the combination of financial planning and stock broking enables clients to diversify their portfolios and mitigate potential losses.

To illustrate the breadth of their offerings, below is a table summarizing the main specialties:

These services are designed to empower clients, helping them make informed decisions that align with their unique circumstances. For example, a client might seek advice on retirement planning through the financial planner role, while another could require stock broking services for short-term investments. The firm's expertise in these areas positions it as a versatile partner in financial success.

Client Recommendations and Reviews

When considering engagement with Craig James Financial Services, it is essential to factor in the positive feedback from clients, which underscores the firm's strengths in delivering high-quality financial advice. According to available reviews, such as those on Google My Business, the company has received 2 reviews, with an average rating of 3 out of 5 stars. This score indicates a generally satisfactory experience for many clients, highlighting the firm's ability to provide excellent financial guidance and support.

One recurring theme in the reviews is the commendable advice offered, which clients find invaluable in navigating complex financial decisions. For instance, the emphasis on personalized service and thorough planning has resonated with many, suggesting that the team at Craig James Financial Services excels in understanding individual client needs and tailoring solutions accordingly. While the rating is modest, it reflects a balanced perspective, encouraging potential clients to seek out testimonials and engage in discussions to fully assess the value proposition.

Moreover, the recommendation to schedule appointments is a key aspect of the client experience, as it ensures dedicated time for in-depth conversations. This approach not only enhances the quality of interactions but also aligns with the firm's commitment to accessibility, as evidenced by the wheelchair-friendly facilities. By prioritizing appointments, clients can expect a more focused and effective service, leading to better outcomes in their financial endeavors.

Practical Information and Getting Started

For individuals or businesses looking to connect with Craig James Financial Services, several practical steps can be taken to initiate the process. First, visiting their official website at craigjamesfinancial.com provides access to detailed information about services, team members, and resources. Alternatively, contacting the office directly via phone at 631-393-2888 allows for immediate inquiries and scheduling assistance. It is advisable to prepare for the conversation by outlining specific financial goals or questions, ensuring a productive interaction.

In terms of what to expect, clients can anticipate a professional and supportive environment, with the team offering expert advice across their specialties. The wheelchair-accessible features make the location user-friendly, while the appointment system ensures efficiency. Overall, Craig James Financial Services presents itself as a reliable partner for those seeking financial expertise, and starting the journey involves just a few simple steps to align with their services.

Additionally, considering the average rating and client feedback, it is beneficial to approach the engagement with realistic expectations. The firm's focus on financial advice has been praised, making it a strong choice for individuals in need of guidance. To maximize the benefits, clients should maintain open communication and provide comprehensive details about their financial situation.

In summary, Craig James Financial Services, LLC offers a blend of comprehensive financial services, accessibility, and client-centered care, positioning it as a valuable resource in the financial landscape. By leveraging their expertise, clients can achieve greater financial clarity and security.

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"summary": "Craig James Financial Services provides expert financial planning and advice with a focus on accessibility and client satisfaction.",
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👍 Reviews of Craig James Financial Services, LLC

Erin H. M.

5/5

Excellent Financial advice

Konstantin U.

1/5