Diamond Oak Wealth Partners - James Bassett
I entered the financial services industry because I like helping people work toward achieving their long-term financial goals. Building relationship with my clients and in my community is key. I help clients achieve their financial goals by understanding their needs and then recommending and implementing customized solutions to meet those needs. I work on a variety of customized solutions for helping clients prepare for retirement, live in retirement, save for major purchases, fund a child's or grandchild's education and transfer assets.
Diamond Oak Wealth Partners meet face to face with their clients to build strong relationships. We do so by offering excellent client service through our convenient branch locations in the communities where our clients live and work.
- Financial Planning