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Tyler R. James, Investment Advisor Representative, securities and advisory services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance services offered through James Financial Partners, LLC., which is not affiliated with Woodbury Financial.
Tyler R. James is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
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Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
“Best of the Ozarks” is an award voted on by the community of Springfield and surrounding areas via the Springfield News-Leader’s website. There are no specific criteria for winning. It is an award based on votes.
Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Most decisions made during the Financial Planning process will have certain tax implications. While working through the Financial Planning process, we can assist you with items such as income tax projections, tax-saving strategies and coordinated income, investment and estate tax strategies. We can do all of this while collaborating with your tax professional.”