James Hedstrom
Vice President, Financial Advisor
CFP®, CPA
Contact James
Team Office
James’s Locations
Charlotte, NC 28211 (704) 553-8006
About James
James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding. He helps clients pursue their financial goals through a strategic process. He determines which strategies from the various areas of financial planning are relevant to a client and what combination of strategies helps provide the family with the strategic process to work towards their objectives simultaneously. This approach can dramatically simplify his clients’ lives by allowing them to focus on what is relevant to their objectives and eliminating options and information they do not need. James and his wife Amy, with their two children, Mitchell and Emily, live in Rock Hill.
Contact James at (704) 409-2598
Education
- BS, Slippery Rock University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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