James Crooks

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Surepoint Financial
PO Box 3480
Chester, VA 23831, US

336-398-4467

Average Rating: 0 stars (based on ratings)

Professional Profile

James Crooks began his career in the financial industry in 2009. He has a Bachelors Degree in Finance from Virginia Commonwealth University.

James is a licensed fiduciary investment advisor with a focus on helping clients with their core retirement decisions.  James and his team create holistic plans for their clients’ income, investments, taxes, extended care, and legacy.

Areas of Expertise

  • Insurance Agent
  • Retirement Specialist
  • Wealth Manager

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