About Us

James Rex Naylor Jr.,
CFP®

Senior Financial Advisor
CERTIFIED FINANCIAL PLANNER™

20+ years experience

Ameriprise Financial Services, Inc.,
Million Dollar Roundtable: 2001, 2003, 2005-2010
Circle of Success: 2005-2008

 

Matthew S. Walters
CFP®

Associate Financial Advisor
with the practice of James R. Naylor Jr.

3 years experience

2 thoughts on “About Us

  1. Hello,

    I wanted to compliment you on the site. The site carries a great deal of content that is very useful and informative to searchers.

    I work for Bankrate.com- an online media company that provides financial news, advice and we also carry rates for all financial products. I wanted to bring to your attention our Retirement planning page, which I believe would be a great resource for you as well as all your visitors and readers.

    I hope you will find the page useful and link to it. If you have any questions or comments, please don’t hesitate to contact me.

    Thank you,
    Offain Gunasekara.
    Content Coordinator
    Bankrate.com
    Direct: (561) 630-2400 # 11509
    @BankrateOffain

    • brian5499 on said:

      Offain,

      Thanks for your comments and for listening to the show.

      The Money Guys

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