James E. Casey Director / Owner

Please reach us at jamescasey@navionwealthmanagement.com if you cannot find an answer to your question.

For over 30 years clients have chosen to work with Jim because of his experience, knowledge and genuine interest in his clients. He has a proved track record of success and most of his clients are referrals from other happy clients. He asks relevant questions, invests the time to analyze options and educate his clients on the best solutions available to meet their financial goals.

Clients benefit from the confidence in knowing you are working with a veteran, trusted advisor, who works diligently to keep his client's best interests a priority.

"My intention is to help create prosperity for my clients with comprehensive wealth strategies designed to enhance the quality of their life"

James E. Casey is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL registered representatives with Navion Wealth Management may only discuss securities or transact business with persons who are residents of MI, FL, IL, WI, PA, OK

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

James E. Casey Director / Owner

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