James Van Metter & Associates

★★★★★
  • 81 Pondfield Road Suite 4

    Bronxville, NY 10708

    Map & Directions
  • 914-793-1213

About James Van Metter & Associates

Categories
  • Financial Planners
Hours
Mon-Sun: By Appointment
Emails
  • jvm@jimvanmetter.com
Phones
  • Fax (914-793-0602)
Services
  • Personal CFO
  • Retirement Income Planning
  • Social Security
  • Insurance Analysis
  • Long Term Care

Finance

Finance
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5.0 1
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I first started seeing Jim about 1 and 1/2 years ago (I was awarded some money after my divorce), and he has been terrific in managing my money. What I particularly like about him is that he's NOT at all pushy about what I should do in terms of investments and such. He'll listen to what my personal goals are, and he comes up with a plan to meet them. He's also very good about researching and finding money markets (and such) that are offering higher interest rates. I've been very happy with him - and he's recommended excellent realtors and lawyers to me when I've needed them.

5
★★★★★

I first started seeing Jim about 1 and 1/2 years ago (I was awarded some money after my divorce), and he has been terrific in managing my money. What I particularly like about him is that he's NOT at all pushy about what I should do in terms of investments and such. He'll listen to what my personal goals are, and he comes up with a plan to meet them. He's also very good about researching and finding money markets (and such) that are offering higher interest rates. I've been very happy with him - and he's recommended excellent realtors and lawyers to me when I've needed them.

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Message from James Van Metter & Associates

At James Van Metter & Associates we take great pride in our core values. We are committed to delivering the best financial planning experience to our clients by providing excellent service and value.



We are a fee-based Wealth Management Firm offering individualized services that are tailored to each clients' unique needs. Our small size allows us to offer our clients personal service and to develop a close relationship with our advisor and staff. We provide the expertise and deep resources of a much larger organization and use the best planning tools in the industry and partner with top investment firms to offer our clients a wide range of investments choices.

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