portrait of James LeRoy
FINANCIAL ADVISOR

James LeRoy

CFP®, CEPA®, AAMS™, CRPC™
2135 Sheridan Road Suite E, Bremerton, WA 98310opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Community Outreach
  • Home Improvement

Team Members

  • Bethany Carter
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(360) 373-6939

Fax

(888) 326-0263

Office Address

2135 Sheridan Road Suite E
Bremerton, WA 98310opens in a new window

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