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Home > Financial Planner Directory > Pennsylvania > Doylestown > William G. James, MBA, CFP®, CLU, AIF®
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William G. James, MBA, CFP®, CLU, AIF®

Dynasty Advisors, LLC

196 W Ashland St
Ste 201A
Doylestown, PA 18901
Phone: (215) 997-2412

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

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

 

How Planner Charges

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