About us.
Our Company.
Letteney Financial Advisory was founded in 2019 to better assist people in the navigation of the uncertain waters of personal finance. We are a small independent firm that is focused on the clients’ needs, personally or professionally. We treat our clients with the utmost respect and value the trust of our clients to the highest degree. We strive to take into consideration all points of our clients’ lives when making investment choices. Some of these include, age, experience in investing, risk tolerance, financial and personal goals, areas of the market that interest you, economic climate change, ethics in investing, and the amount of time you have to contribute to retirement.
Committed to providing the best possible service to our clients.
Listening to your needs and goals is our top priority. Making sure that you have the knowledge and support you need, no matter what your financial situation or goals are. If you are just starting out, a seasoned investor, or a business looking to offer more benefits to their employees; Letteney Financial Advisory is here to help you achieve financial success.
Jim Letteney.
I graduated from Rensselear Polytechnic Institute in 2009, with a bachelor’s in Business Management with a concentration in Marketing. I have worked in the financial planning field for over 10 years and previously was in the banking industry for 3 years. I also worked for several years in education, which I feel helps me in cultivating my clients into more well-informed investors.
I live in Waldoboro with my wife Jacque and our two dogs, Boston and Foxboro. Both Jacque and I are also licensed foster parents in the State of Maine. We enjoy walking outdoors, reading, and traveling. I also enjoy watching and playing sports, like volleyball, football, baseball, skiing, and ice skating.
Financial Industry Regulatory Authority (FINRA) securities licenses include: Series 7, 63 and 65.