James R Azeltine

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategies

About

James R Azeltine is a financial consultant based in Leawood, Kansas, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategy design tailored to each client's unique goals and risk tolerance. James employs a thorough discovery process to understand his clients' specific situations and time horizons. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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