Financial Services of America
Richard David James has extensive work experience in the financial services industry. Richard David founded Financial Services of America in 1984, where they served as the CEO. In 2015, they also established FSA Health Insurance Agency and took on the role of owner. In 2017, they founded FSA Advisors as the owner. Additionally, they established FSA Tax & Accounting in 2007 and served as the owner.
Richard David James attended Clintondale High School from 1974 to 1978. Richard David then pursued an education at the State of Michigan, where they acquired a degree in Life & Health Insurance in 1981. In 1985, Richard attended the Tom Hopkins Sales School, specializing in Selling Skills and Sales Operations. Additionally, in 2005, they enrolled in the College for Financial Planning and completed a program to become a Chartered Retirement Planning Counselor.
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Financial Services of America
Financial Services of America (also known as FSA) is one of the largest independent financial planning and insurance firms in Michigan. Unlike most traditional insurance agencies and brokerage firms that generally have a limited array of products and services to offer, FSA capitalizes on its independent status to offer an unbiased, educational approach to provide strategies for consumers financial concerns. In additional to providing a full line-up of insurance and investment products, FSA also provides access to CPA's, estate planning attorneys, mortgage professionals and home and auto insurance professionals at steep discounted rates to truly create a unique, one-stop shopping experience. Insurance products are offered through the insurance business Financial Services of America (FSA). Financial Services of American (FSA) is also a Financial Services practice that offers securities products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory practice that offers investment advisory products and services through FSA Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. The insurance products offered by Financial Services of America (FSA) are not subject to regulatory requirements and standards of care applicable to registered representatives and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not affiliated companies. Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting) and attorneys for estate planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if needed, to coordinate and collaborate with you and your advisor on your holistic financial plan (with proper, written authorization). 2748667- 4/23.