Our Services

We would like to inform you about the services we offer and how they can benefit you for years to come.

Making sense of all the investment information in the market today can be a time consuming, confusing chore.  With literally thousands of investment alternatives to choose from, selecting the right combination requires an understanding of investment basics and asset allocation, diversification, strategies, and tax implications.  James McEachern is here to help.  As a Registered Representative of Cetera Advisors LLC, he specializes in developing investment programs for individuals, families and business owners.

He takes a personal approach to helping you plan for your financial future and works with you to identify your investment goals and develop an investment strategy designed to help you reach them.  James takes the time to thoroughly explain each investment alternative so that you have a complete understanding of your investment program.

Whether you are just starting out or have a significant amount of assets already invested, he can help provide the perspective required to create a cohesive investment program.  One that takes into account all of your assets to help position you to achieve your investment objectives.

We offer our clients access to a comprehensive array of products and services including:

 

  • Tax deferred, tax advantage and tax sheltered investing*
  • Retirement planning and strategies
  • IRAs, SEPs, and IRA Rollovers*
  • 401-K Plans*
  • Life, accident and disablility insurance
  • Fixed and variable annuties*
  • College Planning
  • Mutual funds*

*Securities offered through Cetera Advisors LLC

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck