James Chadwell
Qualified Plan Specialist at Elevate Financial Group LLC.
- Role
- Financial Consultant at Equitable Advisors
- Location
- Fairmont, WV, US
- LinkedIn followers
- 500 followers
About James Chadwell
My professional focus is helping companies set up and service qualified retirement plans…
Experience
Financial Consultant
Jan 2020 — Present
I help my clients with strategies to accumulate, protect, and distribute wealth. I accomplish this through client interviews, comprehensive analysis, education and the application of strategic financial planning concepts. This enables our firm to create a blueprint, plan a solid foundation, and customize a wealth strategy for every phase of life. Our ambition is to help empower our clients to make prudent financial decisions they can trust. By combining my knowledge and over 30 years of experience in financial services with my focus on building lasting relationships, I\'m able to provide sound investment and insurance strategies that can help you take control of you financial future.
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