Our Services

Specializing in retirement planning, James is also experienced in wealth management, estate planning¹, insurance planning, and 401(K) plans for business clients.  At SSB Financial Services we offer a wide range of investment and insurance solutions to meet the varied needs of our clients. 

James meets with clients in each of the 8 Shelby State Bank offices, offering free consultations.  So, whether you are a novice or a seasoned investor, with a little or a lot to invest, we stand ready to provide a wide variety of investment options to meet your needs.

*mutual funds

*annuities

*individual equities

*municipal bonds

*advisory account services

1 Consult your legal or tax counsel for advice and information concerning your particular  circumstances.                                                                                      Neither PrimeVest, nor any of its representatives may give legal or tax advice.