Michael James

Client Service Associate at Maestro Wealth Advisors - Winston-Salem, NC, US

Michael James's Colleagues at Maestro Wealth Advisors
Craig Moser

Director of Wealth Management and Planning

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Jennifer Moser

Practice Manager/Client Associate

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Devae Tharpe

Communications Manager

Contact Devae Tharpe

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Michael James's Contact Details
HQ
336-448-1086
Location
High Point,North Carolina,United States
Company
Maestro Wealth Advisors
Michael James's Company Details
Maestro Wealth Advisors logo, Maestro Wealth Advisors contact details

Maestro Wealth Advisors

Winston-Salem, NC, US • 5 - 9 Employees
Financial Services

Today's investment climate offers unprecedented opportunities.At Maestro Wealth Advisors our mission is to help clients take advantage of those opportunities by providing them with three key tools:1. A clear understanding of their financial goals2. A well-defined roadmap toward achieving those goals3. Ongoing advice to help adjust their roadmap when their needs change.Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs, taking into account both their short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.For help with your financial management or for more information on Maestro Wealth Advisors, please contact us at 336-448-1086 or info@maestrowealth.comSecurities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org).Investment advisory services offered through Avantax Advisory Services℠.Insurance services offered through an Avantax affiliated insurance agency.Please visit www.Avantaxwealthmanagement.com/socia_policy/ for more information.

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Details about Maestro Wealth Advisors
Frequently Asked Questions about Michael James
Michael James currently works for Maestro Wealth Advisors.
Michael James's role at Maestro Wealth Advisors is Client Service Associate.
Michael James's email address is ***@maestrowealth.com. To view Michael James's full email address, please signup to ConnectPlex.
Michael James works in the Financial Services industry.
Michael James's colleagues at Maestro Wealth Advisors are Craig Moser, John Eller, Jennifer Moser, Matt Moser, Shelley Garnick, Devae Tharpe and others.
Michael James's phone number is 336-448-1086
See more information about Michael James