Tailor-made Investment
Advice and Solutions
James Kent, AIF®, CRPC®, is bringing Wall Street to Main Street. From Asset Management, Retirement Planning, Financial Advice, or Insurance, we offer the finest financial services and customer service in the entire Huntington, WV area.
The world of financial services and retirement planning can be daunting. Let us help you achieve the financial freedom and security you deserve. Reach out to us today for your completely FREE initial consultation!
"I've always wanted to grow my business in scale, and offer my clients the best possible products and first class service. Becoming an independent advisor and business owner only made sense."
- James Kent, AIF®, CRPC®, Investment Advisor Representative - LPL Financial
About James Kent
James Kent brings nearly 20 years of experience and knowledge he gained while employed by giants in the financial services industry. His investment career started in 2005 with Merrill Lynch; he then went on to become Vice President of Investments with JP Morgan Chase Bank.
James Kent is using his mastery of asset management, retirement planning, and investment solutions obtained while working with some of the world's largest investment banking institutions to bring world-class wealth management to his clients in Huntington.
James decided to build his own brand and join together the understanding of his client's unique situation with the same top-tier investment knowledge used by industry leaders to bring you the best investment solutions possible.
Find out what James Kent, Financial Advisor can do for you.
You worked hard for your money. It's time for your money to work for you.
Get in touch with James Kent, Financial Advisor today for your FREE initial consultation!
Our Services
Retirement Planning
James Kent, Financial Advisor’s retirement planning process begins with a focus on your goals to ensure we have a clear vision of what's most important to you. We then utilize industry-leading financial planning tools and expertise to build a retirement plan designed for you, ensuring the life you always envisioned becomes a reality.
Mr. Kent is a Chartered Retirement Planning Counselor, CRPC®. His role is to facilitate comprehensive retirement planning through a prudent and coordinated set of recommendations consistent with clients needs, goals, attitudes, and resources.
Investment Strategies and Solutions
James Kent, Financial Advisor provides investment advice and solutions tailored to your unique investment goals and needs. We don’t use cookie-cutter programs, our focus is on YOU the client.
We differentiate ourselves from the competition as we offer each client a personal Investment Policy Statement (IPS). The Investment Policy Statement (IPS) will provide a foundation of goals, time horizons, and constraints on which the client portfolio is constructed; and to provide the basis for review, performance evaluation, and adaptation to changing conditions.
Health, Life, Property, and Casualty
Universal, term, joint universal, 10 year term, 20 year term, joint, survivorship, whole life, final expense... The list goes on and on.
Let James Kent, Financial Advisor help. We will incorporate the best options into the ideal plan for you and your family.
James Kent Financial Advisor uses both boutique and well known fund managers.
James Kent, Financial Advisor
