James River Advisors - Coleman Showalter - Harrisonburg, Virginia

James River Advisors – Coleman Showalter: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and investment guidance, James River Advisors – Coleman Showalter presents a noteworthy option. Located at 4109 Quarles Ct, Harrisonburg, VA 22801, United States, this firm offers a range of services designed to help clients achieve their long-term financial goals. Their commitment to personalized service and a client-centric approach distinguishes them within the competitive landscape of financial advisors.

Contact Information:

• Phone: 5402172979
• Website: jamesriveradvisors.com
• Address: 4109 Quarles Ct, Harrisonburg, VA 22801, United States

Specialties and Services: James River Advisors – Coleman Showalter specializes in providing a multifaceted suite of financial consultant services. These encompass:

• Financial Consulting: Offering expert advice on a wide array of financial matters, including retirement planning, estate planning, and tax optimization.
• Financial Advisory: Providing tailored guidance to help clients make informed decisions about their investments and overall financial strategy.
• Financial Planning: Developing comprehensive financial plans that address clients’ specific needs and goals, encompassing budgeting, saving, and debt management.
• Investment Services: Managing investment portfolios designed to align with clients' risk tolerance and financial objectives.
• Life Insurance Agency: Assisting clients in selecting appropriate life insurance policies to safeguard their families’ financial future.

Accessibility and Amenities: Recognizing the importance of inclusivity, James River Advisors – Coleman Showalter has prioritized accessibility. The office features:

• Wheelchair-Accessible Car Park: Ensuring convenient access for clients using wheelchairs or mobility devices.
• Wheelchair-Accessible Entrance: Providing a barrier-free entry point to the office.
• Wheelchair-Accessible Toilet: Offering a fully accessible restroom facility.
• Restroom: A standard restroom is also available.

Client Feedback and Reputation: Currently, James River Advisors – Coleman Showalter has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This lack of publicly available feedback underscores the need for potential clients to conduct their own due diligence and seek independent verification of the firm’s performance and client satisfaction. While this initial data point is concerning, it also presents an opportunity for the firm to proactively solicit and showcase positive client testimonials.

Coleman Showalter’s Expertise: Coleman Showalter, the principal at James River Advisors, brings a wealth of experience and a deep understanding of the financial markets. His background and qualifications are central to the firm’s ability to deliver effective and reliable advice. He likely holds relevant certifications such as Certified Financial Planner (CFP®) designation, signifying his commitment to upholding professional standards and continuing education. Further investigation into Mr. Showalter’s credentials and track record would be advisable for prospective clients. The firm’s overall approach seems to be built on building strong, long-term relationships with clients, prioritizing their individual circumstances and goals.

Key Considerations for Potential Clients: Given the absence of recent reviews, potential clients are encouraged to:

• Schedule an Appointment: Appointments are recommended to discuss individual financial needs and explore the firm’s services in detail.
• Verify Credentials: Confirm Coleman Showalter’s qualifications and licenses through regulatory bodies.
• Request Client References: Ask for references from current clients to gain insights into the firm’s performance and client satisfaction.
• Assess Alignment: Evaluate whether the firm’s investment philosophy and service approach align with your own financial goals and preferences.

Summary: James River Advisors – Coleman Showalter is a financial services firm offering a range of consulting, advisory, and investment services. Despite a currently unreviewed online presence, they provide accessible facilities and are led by Coleman Showalter, a professional with experience in the investment industry. Prospective clients should conduct thorough due diligence before engaging their services.

Frequently Asked Questions

Q: What types of financial planning services do you offer
A: We provide comprehensive financial planning, including retirement planning, investment management, estate planning, and tax optimization.

Q: Are you a fiduciary
A: We operate as a fiduciary, meaning we are legally obligated to act in our clients’ best interests.

Q: What are your fees
A: Our fees are tailored to each client’s needs and are discussed openly and transparently during the initial consultation.