Find the Certified Financial Planner™
Who's right for you.

James A. Foster, CFP®

Invest Financial Corp. @ Seacoast National Bank

815 Colorado Ave
PO Box 3297
Stuart, FL 34994
Phone: (772) 288-6096
Fax: (772) 288-6056

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.