Robert James & Associates, Inc. is an independent, financial consulting firm.

This means our advice to you is completely based on what's best for you. Period. We think it's the only arrangement that's fair to clients.

Our team of talented professionals is committed to building lifelong relationships with clients based on honesty, prompt service and results. We use the best research and technology available to identify the right products or services tailored to your needs.

Our goal is to "Increase your Income, Reduce your Taxes, and help you to Build Wealth."

We specialize in the following areas:


  • College Expenses
  • Estate and Wills
  • Retirement
  • Small Business
  • Taxes
  • 401(k) and IRA Plans


  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
  • Mutual Funds
  • CD Alternatives
  • Bond Alternatives
  • Other Investments


  • Disability
  • Health
  • Life
  • Long-term Care

We at Robert James & Associates, Inc. would be delighted to help you achieve your personal financial goals.

Please call us for a no-obligation introductory consultation!