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James Edward Miele is a financial advisor with over 25 years of experience in the financial services industry. James currently works at ON Investment Management Co. He previously worked at Grove Point Investments, LLC, H, Beck, Inc., Grove Point Advisors, LLC and Securities America, Inc. He has a strong background in financial planning, portfolio management, and wealth management. James is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
11/27/2024 - Present
ON Investment Management Co. (Hanover PA)
Active
Inactive
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