James Mashburn, Financial Advisor located in Punta Gorda, FL

Financial Advisor
James D Mashburn Jr

MBA, CFP®, ChFC®, AFFP®
100 Sullivan Street, Suite 111, Punta Gorda, FL 33950opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Charitable Giving
  • Wealth Strategies
  • Business Retirement Plans
  • New Investors
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AFFP®

    Agriculture Focused Financial Planning™

Personal Interests

  • Outdoor Enthusiast
  • Car Restoration
  • Woodworking
  • Fishing
  • Art & Theater

Team Members

  • Kelly Keech
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(941) 639-1170

Fax

(888) 233-5602

Office Address

100 Sullivan Street
Suite 111
Punta Gorda, FL 33950opens in a new window

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