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Cfp® James Dy
CERTIFIED FINANCIAL PLANNER™ Professional & Partner, at Main Street Wealth Management, LLC
James E. Dy, CFP®, ChFC®, CIMA®, AIF®, AAMS®, AWMA®, is a Partner at Main Street Wealth Management, LLC, a boutique wealth management firm in Bedminster, NJ. With nearly 25 years of experience, James specializes in working with successful physicians, retirees, executives, and business owners in estate conservation, retirement planning, investment management, business succession, and executive compensation. He collaborates with clients' advisors to develop tax-efficient and cost-effective strategies to help clients achieve their financial objectives.
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Location
Bedminster, New Jersey
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