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Our Services

The Baran James Company is an independent financial planning firm and registered investment advisor providing objective, unbiased advice. We offer assistance in finding solutions for your investment, retirement, estate and insurance needs. We provide attentive, personal service and creative approaches to your unique situation, and emphasize achieving results. Our mission is to understand what is truly important to you, your family and business, and help you move confidently toward your goals.
  • Financial Planning

  • Portfolio Management

  • 401k and Pension Consulting

  •  Insurance Planning

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