Our Firm

At Securities America we believe that a plan is a powerful tool. 

Reaching your long-term financial objectives may hinge on having the right plan -- one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. That's where James Friery of Securities America comes in.  James is a trained, licensed professional, and can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, he can help you

Securities America is an independent financial firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our independence enables us to establish working relationships with a number of third-party product sponsor firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

James Friery is committed to helping you pursue your long-term financial goals. As a specialists in retirement planning and estate conservation, he can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for potential growth while reducing risk?
  • How can I help manage inflation with respect to my investment income?
  • Do I need disability income insurance?
  • Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate 

We offer financial products and services tailored to your individual needs. James Friery of Securities America is committed to you for the long term.