James Tobias
FIC
State(s) Licensed: AL, CO, CT, DC, FL, GA, ID, MA, MD, ME, MI, MN, NC, NY, PA, RI, SC, TN, VA, WV
205 Keith Street Suite 2
Warrenton, VA 20186
State(s) Licensed: AL, CO, CT, DC, FL, GA, ID, MA, MD, ME, MI, MN, NC, NY, PA, RI, SC, TN, VA, WV
Announcement - Meeting Requests
Due to scheduling demands, James is currently booking all meetings in advance. If you would like to proactively reserve time on his calendar, please use the "Contact Me" button on the top of this page.
Connecting with James is easy!
- Email him: james.tobias@thrivent.com
- Call him: 540-680-2690
- Dive in & schedule a meeting using "Contact Me" button.
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