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James Case, Financial Advisor

FINANCIAL ADVISOR
James Case

164 Westford Rd #10, Tyngsboro, MA 01879opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options

About James

My story begins as a boy with a bike and a pack of newspapers. The thrill of change in my pocket eventually developed into an interest in the stock market when I realized I could invest my paper route savings for college.

At the University of New Hampshire, I began building my understanding of finance and accounting principles and graduated with a business degree. From there, I developed my professional career as a CPA in New Hampshire before moving to New York City to continue my education and gain experience working in the financial markets. It was in New York City...

Education

  • Columbia UniversityMaster of Business Admin
  • Univ of New HampshireBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hiking
  • Cycling
  • Traveling
  • Fishing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(978) 419-0170

Fax

(877) 610-1702

Office Address

164 Westford Rd #10
Tyngsboro, MA 01879opens in a new window

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