Since 1987, James Flanagan & Associates has been providing quality, personalized financial guidance to individuals and privately held businesses. Our expertise ranges from basic tax compliance and accounting services to more in-depth services such as tax planning, financial planning and wealth management, and business advisory services.
By combining our expertise, experience, dedication to learning and the team mentality of our staff, we assure that every client receives the thorough analysis and attention they deserve. Our dedication to high standards and our tireless work ethic is the reason our clients return year after year.
Check us out on BrokerCheck. Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities and investment advisory services in the state of Pennsylvania. This is not an offer to sell securities or provide investment advisory services in any other state or jurisdiction.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP ® (with plaque design) and CFP ® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our mission is to help clients achieve financial sucess in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. James Flanagan & Associates is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for many years and pride ourselves on the level of respect that we have earned.
Our dedication to hard work has earned the respect of the business and financial community. We believe this is a direct result of our talent, dedication, and responsiveness to our client base. Whether you are a current or prospective client, you can rest assured that the individuals and business owners who choose James Flanagan & Associates will receive competent and timely advice.