James Veers (CFA, CFP®, MBA)

James Veers focuses in the
following client markets or areas of practice:

  • Generation X
  • Investment Advice with Ongoing Management

NAPFA Start Date

July 26, 2023

Submit
Submit

This Office

1901 N. Clybourn Ave., Suite 404 Chicago, IL 60614 Phone: (312) 399-0828