About James Stossel

About James J. Stossel, MBA


Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax Management
  • Investment Management
  • Retirement Strategies
  • Estate Conservation
  • Insurance and Annuity Products

Our Qualifications

I have been working with individuals and businesses in the area since 1990.

I have dual registrations. I am a Registered Representative and I am also an Investment Adviser Representative.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I'm looking forward to using my expertise to help you pursue your financial goals.

Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.

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Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.
Member FINRA, SIPC, and Registered Investment Adviser

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, DE, FL, NC, OH, PA, VA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.