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James Van Metter & Associates

 
1 Reviews
81 Pondfield Road Suite 4
Bronxville, NY 10708
(914) 793-1213
investment bank
www.jvmwealth.com
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Today: 10:00 AM to 4:00 PM
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Parking On-street: free
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.
Mon 10:00 AM to 4:00 PM
Tue 10:00 AM to 4:00 PM
Wed 10:00 AM to 4:00 PM
Thu Closed
Fri 10:00 AM to 4:00 PM
Sat Closed
Sun Closed

Products and Services

Personal CFO
Retirement Income Planning
Social Security
Insurance Analysis
Long Term Care

Reviews for James Van Metter & Associates

James Van Metter & Associates received an average rating of 5.00 out of 5 stars from 1 reviews.

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by Adina on 3/25/2021
 

Very Attentive by Sandy P via Insider Pages on 3/18/2008

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…
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