James Ries

Services Offered

• Investment strategies
• Insurance strategies
• Financial planning

About

James Ries is a financial consultant based in Scottsdale, Arizona, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, James provides tailored financial planning that considers each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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