James Causey (CFP®, CPA®)

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

  • AUM
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

March 06, 2019

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This Office

304 Jamestown Blvd Dothan, AL 36301-6412 Phone: (334) 793-7001

Other Offices

200 Commerce St Ste 300 Montgomery, AL 36104-2540 Phone: (866) 676-2701