Edward Jones - Financial Advisor: James D Stinson, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

James D Stinson is a Certified Financial Planner (CFP®) and financial advisor based in Plattsburgh, New York. He provides financial planning and investment guidance to clients in the local area, focusing on retirement preparation, education savings, and tax-smart investment strategies. At Edward Jones, James emphasizes the importance of personalized, face-to-face consultations to help clients achieve their financial goals. His practice serves individuals and families looking to build wealth and navigate significant life events.

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