portrait of James P Needy
FINANCIAL ADVISOR

James P Needy

6165 Greenwich Dr Suite 120, San Diego, CA 92122opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Personal Interests

  • Sports Enthusiast
  • Snowboarding
  • Volunteering
  • Golfing
  • Health & Nutrition

Team Members

  • Naomi Sanders
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(858) 658-0532

Fax

(888) 294-1975

Office Address

6165 Greenwich Dr Suite 120
San Diego, CA 92122opens in a new window

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