James Rutherford, Financial Advisor located in Osceola, IA

Financial Advisor
James Rutherford

CFP®
118 W Jefferson St, Osceola, IA 50213opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Traveling
  • Tennis
  • Football
  • Cooking
  • Bowling

Team Members

  • Ashley McCloney
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(641) 342-1190

Fax

(866) 872-2179

Office Address

118 W Jefferson St
Osceola, IA 50213opens in a new window

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