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James W. Van Metter, CFP®

James Van Metter & Associates

81 Pondfield Rd
Ste 4
Bronxville, NY 10708
Phone: (914) 793-1213

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Estate Planning
  • Getting Married
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households

 

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