Why we are different?

At James Financial, our mission is to help our clients make the best financial decisions through our professional guidance and a line of exclusive financial products. We provide our clients with exceptional tools they can use to effortlessly navigate their financial growth.

Our professional reputation comes from helping our clients make investment choices most suitable to their lifestyles and consolidating their financial advancement. Meanwhile, we attentively design portfolios for our clients in protecting their assets against unexpected occurrences.

Our service is unique because we illustrate each portfolio differently by understanding our client’s financial potentials and personal preferences in their lives.

We are confident that everyone can find a solution that works well in their financial atmosphere with comfort and ease.

A business meeting around a table.

Our Planning Process.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

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