Our Services

James S. Karageorge is an experienced financial advisor enabling him to provide his clients with expert guidance and services in many financial areas. Listed below are the services which James offers to his valued clients:

  • Retirement Planning
  • Income Tax Analysis
  • Life Insurance
  • Education Planning
  • Asset Allocation
  • Net Worth Analysis
  • Estate Investment Planning
  • Disability Income Analysis
  • Cash Flow Analysis & Strategy
  • Portfolio Analysis
  • Diversification Strategies
  • 401 (k) and 403 (b) Rollovers
  • Stocks & Bonds
  • Mutual Funds
  • IRAs
  • Annuities
  • Long-term Care Insurance

For more information on the services listed above and to set up a free no obligation consultation, click here.

Insurance products are offered through our affiliated nonbank insurance agencies.

Wells Fargo Advisors Financial Network is not a tax or legal advisor.