James Tobias

FIC

Financial Advisor

State(s) Licensed:   AL, CO, CT, DC, FL, GA, ID, MA, MD, ME, MI, MN, NC, NY, PA, RI, SC, TN, VA, WV

Phone (540) 680-2690
Address

205A Keith Street
Warrenton, VA 20186

James Tobias

State(s) Licensed:   AL, CO, CT, DC, FL, GA, ID, MA, MD, ME, MI, MN, NC, NY, PA, RI, SC, TN, VA, WV

Let's work together to build your plan.

As a Financial Advisor for over 22 years, I aim to establish an ongoing relationship with you to help you reach your personal financial goals. I enjoy helping my clients understand all of their options through education and sound guidance that fits their individual needs. I specialize in helping people in the following areas:


• Investment Management

• Protecting loved ones against the impact of long-term care, death, and disability

• Retirement Income Planning and Distribution

• Charitable Giving

• Legacy Planning


Use the message board below or call my office to connect. 

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Location

Warrenton Office

Phone:
(540) 680-2690

Hours

M – F: 9 a.m. – 5 p.m.

Address

205A Keith Street
Warrenton, VA 20186