portrait of James P Needy

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Personal Interests

  • Sports Enthusiast
  • Snowboarding
  • Volunteering
  • Golfing
  • Health & Nutrition

Team Members

  • Naomi Sanders
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

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