James Mitchell, Financial Advisor located in Sanford, NC

Financial Advisor
James E Mitchell III

MBA, CFP®, CLU®, AAMS®
1622 S 3rd St, Sanford, NC 27330opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CLU®

    Chartered Life Underwriter®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Jay Mitchell
    Associate Financial Advisor
  • Rebecca Thomas
    Sr. Branch Office Administrator
  • Catherine Mitchell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(919) 775-1861

Fax

(866) 462-6054

Office Address

1622 S 3rd St
Sanford, NC 27330opens in a new window

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