Overview

At James F. Poole & Associates our priority is putting the clients needs first as the office has been a fiduciary for over 50 years. We are a young, two advisor team that has accumulated two decades of experience after the purchase of the original practice back in 2010. Through word of mouth and help from a national radio show we have been able to substantially grow the book over the last 8 years. The time has come for us to develop opportunities for expansion as well as broaden our reach for clients spread across the states. While we have clients all over the US, our main areas are
Southern Colorado, (and a good portion in north Phoenix AZ.), and this is where we hope to expand. Relocation for one of the advisors is possible if becomes a good fit. We try to be great stewards for our clients (in the old Scottish sense of the word), and spend the majority of our time with clients on education and good disciplined investing and money habits.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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