You know your business. We know how to preserve and grow your wealth. Let’s make your business more profitable together. We’re a dedicated team, comprising accounting, tax, financial planning, and management consulting specialists, who can help improve business performance and secure your financial future. We have the experience. We have the expertise. And we’re driven to accelerate your time spent on growing the business. More SUPPORT At Coker James & Company, we believe personal involvement is an important ingredient in our long-term successful relationships with our clients. Our approach to professional services is based on providing a high level of personal service, attention and support. More ADVICE At Coker James & Company, our services are designed to respond to your changing needs, to protect your interest and to provide more advice so you can make informed choices. We continually monitor marketplace developments and business strategies in order to assist in growing and protecting your wealth. More RESULTS At Coker James & Company, we provide assistance in mapping out the future of your business or personal tax needs, keeping your eyes firmly focused on the road ahead and helping you achieve more results. Investment advisory services offered through Avantax Planning Partners℠. Commission-based securities products offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Coker James CPAs and Business Advisors. Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information.