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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
As Managing Principal of Nautic Financial Group, Jim has been offering his clients investment and insurance advice for over 20 years. Jim’s professional licenses include series 26, 7, 6, 65, and 63 through LPL Financial and 65...
Senior Vice President Sales
As Senior Vice President Sales of Nautic Financial Group, Larry believes the only way to properly advise business, family, or individual clients is after the accumulation of all pertinent information required to complete the...
Vice President for Business Development
As a principal of Nautic Financial Group, Rob is celebrating his one year anniversary with Nautic Financial Group. Rob came from Prudential where he was an award winning Financial Professional and was well recognized for his...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.