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James Rex Naylor Jr

CFP®

Senior Financial Advisor

(717) 248-1577 | james.r.naylor@ampf.com

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My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

Areas of Focus

  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies

License information

I am licensed and registered to conduct business in PA.

Based on licenses and registrations I hold, I may also conduct business in CO, FL, GA, MT, AZ, NC, IN, NJ, MD, ME, VA.

Locations
21 S Wayne St
PO Box 47
Lewistown, PA 17044-2146