James I. Grier


    Focus: Insurance Strategies, Retirement Income Planning, College Funding Strategies, Investment Strategies, Risk Management Strategies, Financial Education, Military

    Languages: English

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    See James’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact James

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    uFinancial Group

    Main Office

    5001 Louise Drive Suite 300
    Mechanicsburg, PA 17055

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    CRN201912-180567