James Thorpe

James Thorpe
CFP®
Financial Advisor
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(313) 216-0132
23054 Cherry Hill St
Dearborn, MI 48124


james.w.thorpe@ampf.com

Contact Information


(313) 216-0132
23054 Cherry Hill St
Dearborn, MI 48124

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www.ameripriseadvisors.com/james.w.thorpe

My Philosophy

I've been helping people reach their goals for 11 years.

My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

Experience

Qualifications

  • Wealth Management College 2007

Professional Associations

  • Financial Planning Association
  • BNI-Fairlane

Community Participation

  • Dearborn Chamber of Commerce-Chairman of Board
  • Dearborn Public Schools Education Foundation-Board of Directors
  • Rotary Club of Dearborn

License information

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct certain business in IL, MA, AZ, IN, NC

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.