Meet the Team
Our LocationsSelect one of our locations below.
Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Chesterfield | Elkhart | Festus | Gardner | Grandville | Holland | Kent City | Lee's Summit | Marshall | Mequon | Monticello | Muskegon | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita
3674 Scenic Woods Circle East N., Muskegon, MI 49445
James L. Pitney
James L. PitneyI have assisted my clients accumulate and retain assets for college and retirement for over 26 years. My success is driven by contact and friendship with my clients.
Personal Professional Services
Estate Conservation Strategies
Financial Needs Analysis
Education Funding Strategies
Retirement Funding Strategies
Long Term Care Insurance
Business Professional Services
Funding Strategies for Buy/Sell Agreements
Executive Compensation Plans
Deferred Compensation Plans
Business Continuation Plans
Qualified Retirement Plans
Focus on employer 401 (k), 403 (b) and defined benefit rollovers
Married to Joanne and have three daughters, Teresa, Tamara & Tricia, four grand children Logan, Alina, Kelsey & Alec.
I have lived in the small town environment all my life.
Retired Army Officer