James A. Moore
Principal - Registered Investment Advisor at Wjl Financial Advisors, Llc
Based in Greenwich, United States
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Seniority
Director
Department
Other
Location
Greenwich
Industry
Financial Services
Company size
5
Contact information
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j•••••••@wjladvisors.com
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Background
About James A. Moore
WJL Financial Advisors works with individuals and families who are interested in developing a comprehensive financial plan to achieve their future goals including saving for retirement, funding the education for children, and planning for long-term care needs. As part of the financial plan, we develop a retirement portfolio using low cost index funds designed to fund a client's goals while managing their investment risk. We charge an affordable fee for this service. For clients interested in ongoing financial assistance, we offer an annual advisory program for a low-cost flat fee. The program includes investment management, insurance planning, and estate planning. We integrate tax planning into the financial planning process and provide annual tax preparation. For more information, visit or contact me at (203) 482-8640 or jim@wjladvisors.com.
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