James Van Metter & Associates is a financial services firm based in Bronxville, New York, specializing in comprehensive financial planning and wealth management. The firm focuses on helping individuals, families, and small businesses achieve financial security through customized strategies that align with their long-term goals. With a client-centric approach, they offer personalized guidance in areas such as retirement planning, investment advising, and risk management. Drawing from decades of industry experience, the team integrates traditional values with modern financial tools to create holistic financial roadmaps.

Their services are tailored to meet the unique needs of each client, whether it’s planning for education expenses, retirement income distribution, or business continuity. James Van Metter & Associates is deeply committed to building long-term client relationships and emphasizes education and transparency in their planning process. As part of their community-focused philosophy, the firm prides itself on offering integrity-driven solutions and maintaining a strong local presence.

Website: Not publicly listed

Key Services:

– Comprehensive financial planning
– Retirement income planning
– Investment advisory services
– Risk management and insurance planning
– College funding strategies
– Estate and legacy planning
– Business succession planning
– Tax-efficient wealth strategies