77 Financial Group - Prescott Financial Planner

Financial Advisors in Prescott & Prescott Valley Arizona
Opening at 9:00 AM
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Prescott Financial Advisors understands that everything we do starts with learning about you – your goals, your dreams, your concerns. Clients come to us for unbiased advice on:

Wealth Preservation, Protection & Transfer
Diversified Cost Effective Investment Strategies
Retirement and Cash Flow ...

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Prescott Finance Advisors

We know your life’s path can be complex. The journey to fulfilling your dreams is sprinkled with financial demands, and both short- and long-term pain points. Unchecked, they can take you off course. That’s why we believe a financial plan that tackles expected and unex...

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With Prescott Finance Advisors 77 Financial Group, you get full-service advice from fiduciary advisors who are passionate about investing in your life.

Managing your money can be a complex process. If you’re like most people, you’re very busy so dealing with financial issues can be a challenge.
...

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Financial Advisors in Prescott AZ recognizes that It's been a challenging year, but there's still time to strengthen your financial situation heading into 2021.

No one can predict the future, but if you're still worried about yours, you can take steps today to strengthen your financial picture, ...

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Financial Advisors Prescott Arizona

You are unique and your plan should be too. We will help make sense of how each of the puzzle pieces fit together
so you can keep more of what you make and achieve your goals, whatever they may be.

At 77 Financial Group we understand the value of creating a c...

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Prescott Financial Advisors Invest in Your Professional Growth

Financial advisors may be intimately familiar with the concept of compounding interest when it comes to finances, but the same principles apply to time spent on professional growth.

When the time comes, these young advisors can set ...

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Prescott Financial Advisors

Looking for help managing your money and investments? It may be time to start working with a financial advisor.

We combine our extensive knowledge with personal caring, integrity and real life experience to build long-lasting relationships. Our sole purpose is to be ...

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Financial Planning in Prescott with the 77 Financial Group

Financial planning is important because it allows you to make the most of your assets, and helps ensure you meet your future goals.

Financial Planning
Ready to get your financial house in order? Get useful insights into all aspects of f...

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Prescott Financial Retirement Planning works with friends and neighbors throughout the greater Prescott area to help meet their financial goals through the various investment products. We are a Financial Group rooted in the community and have developed our business by creating close, personal rel...

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Testimonials

4 months ago
James really helped me figure out what retirement strategies would work best for my situation. His Financial Planning education to me has had a great return on my investment thus far and I highly recommend him to anyone looking for a quality financial advisor in the Prescott area.
- Donny K
4 months ago
James really helped guide us and I consider him a valuable asset to have as our local Prescott financial planner.
- Social G
4 months ago
- Brian M

Prescott Financial Planner

JAMES ALAN SCOTT WALTERS, CRPC James’ fascination with the investment world started around 10 years old when he saw a Fidelity commercial about mutual funds. 

James stands apart from other Prescott area financial professionals in several ways. He provides honest feedback and recommendations, and offer answers to your questions in ways you are easily able to understand so you can make the best decisions. He strives to help his clients achieve true economic freedom and meet their life goals, and offer several different services that are listed below.

Financial Planning in Prescott & Prescott Valley comes down to a conversation, where you discuss all your questions about money and examine all the different financial options available to you in order to plan for a secure financial future. This requires you and your financial planner to work together and be honest and realistic with each other as you put your viable plan together. James treats the financial planning process like a relationship. He works hard to build trust with our clients and to answer your questions honestly. His goal is to ensure you have the tools you need to make sure you have the money you need for the rest of your life.

James knows your life path can be complex. The journey to fulfilling your dreams is sprinkled with financial demands, and both short- and long-term pain points. Unchecked, they can take you off course. That’s why we believe a financial plan that tackles expected and unexpected obstacles is essential.

Let’s align your personal finances with your unique goals and values The old way of financial planning: Gather copies of all of your financial statements, and fax or snail-mail them to your financial advisor. Tell them what age you would like to retire at. Some time later, receive a massive binder full of confusing charts and graphs that aren’t really explained to you. Buy some kind of expensive and overcomplicated financial product that even your advisor doesn’t really understand but supposedly solves all of your problems. Put the binder on a shelf in your home office and forget about it. Once a year, maybe have a brief meeting to review your portfolio while your advisor tries to sell you another expensive annuity or front-load mutual fund that you don’t need.

Once you realize that every decision is a financial decision, it changes the way that you approach planning for your future. We can help you orient your financial picture to align with your goals and values, and provide insight on how all of the puzzle pieces fit together.

James brings a relentless money management style to each client. He is a Chartered Retirement Planning Counselor (CRPC®) 


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Contact

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  • (928) 499-1288

Address

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731 W Gurley Street Suite F
Prescott, AZ 86305
United States

Business Hours

Mon:9:00 AM – 4:00 PM
Tue:9:00 AM – 4:00 PM
Wed:9:00 AM – 4:00 PM
Thu:9:00 AM – 4:00 PM
Fri:9:00 AM – 4:00 PM
Sat:9:00 AM – 4:00 PM
Sun:9:00 AM – 4:00 PM
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