Carey James & Associates is a financial advisory firm based in Arroyo Grande, CA, offering a unique approach to investment management. With a focus on high net worth investors and a commitment to providing income-focused solutions, they strive to ensure peace of mind and a successful financial journey for their clients.
Through their expertise in buffered securities, structured outcomes, and rules-based investing, Carey James & Associates aims to provide personalized and attentive service, watching over investments on a daily basis rather than just during annual meetings. As a registered broker dealer and registered investment advisor, they offer securities and advisory services through Centaurus Financial, Inc., while emphasizing that they do not provide tax or legal advice.
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