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Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Process

Our Process

Our entire process allows us to specifically design a financial plan and portfolio individually for each client. 

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Our History

Our History

27 years of financial experience has prepared us to guide you through life's transitions. 

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Shared Values

Shared Values

Trust. Knowledge. Integrity. Hard work. We believe values matter, and we live by ours every day.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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<strong>Welcome to the family!</strong>

Welcome to the family!

With over 27 years of financial experience, James Hurley can give you the financial help you need and help put your goals in action. 

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Your goals are our goals

James B. Hurley believes serving his clients means supporting organizations that enrich our community. He is proud to sponsor Adaptive Excursions as they bring together some of the best elements of our region: people, nature and fishing!

 "It's not only about your

financial goals, it's about

your quality of life."  

Not matter what stage of life you find yourself in, you're never too young or too old to prepare for your financial goals, we can help you find the answers. 

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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