portrait of James Case
FINANCIAL ADVISOR

James Case

285 Billerica Rd Ste 105 Chelmsford, MA 01824 opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options

Personal Interests

  • Spending Time with Family
  • Hiking
  • Cycling
  • Traveling
  • Fishing

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 04:30PM
Tuesday 09:00AM - 04:30PM
Wednesday 09:00AM - 04:30PM
Thursday 09:00AM - 04:30PM
Friday 09:00AM - 04:00PM
Saturday By Appointment Only
Sunday Closed

Fax

(866) 462-5473

Branch Team

  • Sandi Brettschneider
    Branch Office Administrator

Office Address

285 Billerica Rd Ste 105
Chelmsford, MA 01824opens in a new window

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