James W. Van Metter,  CFP<sup>&reg;</sup> - Financial Advisor

James W. Van Metter, CFP®

James Van Metter & Associates

81 Pondfield Rd, Ste 4
Bronxville, NY 10708
FINANCIAL ADVISOR'S WEBSITE
(914) 793-1213

General

James Van Metter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at James Van Metter & Associates in Bronxville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT,FL,MA,NJ,NY
  • Health/disability insurance: CT,FL,MA,NJ,NY
  • Property/casualty: CT,FL,MA,NJ,NY
  • Fixed annuities: NY
  • Variable annuities: CT,FL,MA,NJ,NY

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Estate Planning, Getting Married, Insurance, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households

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