CONNECT

Address:

1779 W Big Beaver Rd
Troy, MI 48084

Phone:

248-643-0033

Fax/Other:

248-643-0066

James Williams

James Williams

Financial Planner

James Williams is a Financial Advisor with Spectrum Financial Resources.  He joined Spectrum after 12 years of working in JP Morgan’s Private Client Division.  At JP Morgan, Jim specialized in working with clients of high net worth on a variety of financial issues.  He has 15 years’ experience in the Financial Services Industry and offers comprehensive financial planning services to his clients.  Jim provides investment and retirement planning services, as well as security brokerage services, offered through United Planners, to individuals and business owners.  He takes time to understand a client’s investment objectives, goals and risk tolerances to help create an appropriate portfolio that provides balance safety, growth and income tailored to the client’s goals.  Jim is a graduate of Western Michigan University, with a Bachelor’s degree in Business and a Minor in General Business.

James Williams offers investment and security brokerage services as a registered representative of United Planners Financial Services, Member FINRA/SIPC.

Phone 248-643-0033
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck