1170 Broad St
Sumter, SC 29150
+1 (803) 707-3091
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djames@capitalwealth.com
Daniel James is a Financial Advisor based in Sumter, SC. With 16 years of experience in the field, Daniel specializes in providing expert guidance on financial planning and investment strategies. As a Registered Education Savings Plan (RESP) Provider, he is well-versed in helping families save for their children's education. Daniel's dedication to his clients' financial well-being is evident through his meticulous attention to detail and personalized approach to wealth management. In his free time, Daniel enjoys volunteering and playing the guitar, showcasing his commitment to making a positive impact within and outside of the financial sector.
Discover effective strategies for investors to navigate market volatility. Understand how to make informed decisions during uncertain times and maximize your financial gains. Learn about risk management techniques, diversification, and other tools to help you stay on track with your investment goals. Stay ahead of the curve and take advantage of market fluctuations with these valuable insights.
Discover the untapped potential and challenges of emerging markets in this insightful article. Gain valuable insights into the opportunities that these markets offer and understand the obstacles that businesses may encounter. Explore the dynamic landscape of emerging economies and uncover strategies to navigate their unique characteristics. With a focus on unlocking growth and maximizing potential, this article provides a comprehensive overview of the exciting world of emerging markets.
Discover the importance of investing in sustainable infrastructure to create a more resilient and eco-friendly future. Learn how sustainable infrastructure projects can contribute to economic growth, environmental protection, and social well-being. Embrace the opportunities for innovation and positive impact by prioritizing sustainable development in building our communities.
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I am Ron Reed, a Financial Advisor working in New York. I have extensive experience in financial planning and have been working with clients for many years. As a Financial Advisor, I help clients achieve their financial goals by providing them with sound advice and strategies to manage their investments. I have pursued various certifications such as 401(k) Rollovers, 529 Plans, Asset Management, Business Succession Planning, Cash Management, Estate Planning Strategies, Financial Planning, Philanthropic Services and more to augment my skill set. My areas of expertise include portfolio management and retirement planning. Beyond work, my hobbies and interests include engaging in activities within the finance industry such as keeping up with market trends and reading up on current events that may affect the market or our client's portfolios.