Stephen I James & Associates is a financial planning and life insurance company located in Annapolis, MD. They provide a range of services tailored to meet individual goals and priorities. Specializing in retirement planning, college savings plans, estate planning, and business services, they offer personalized solutions to address specific financial needs.
With a focus on insurance, the company offers various life insurance options such as whole life, universal life, variable universal life, and term life insurance. Additionally, they provide disability insurance for individuals and professionals like doctors and dentists, along with long-term care coverage to ensure comprehensive financial protection.
In the realm of investments, Stephen I James & Associates offers brokerage accounts, private wealth management, and investment advisory services. Clients can benefit from exclusive market commentary and personalized guidance to make informed decisions for growing their wealth through tailored conversations with financial advisors.
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