Our Process

OUR PROCESS

James E. Bashaw & Co. hopes to know all of our clients first and foremost as friends. Once we have an understanding of the dynamics of the client, their family, and their priorities, then we are able to help provide the best financial opportunities to suit the client’s unique needs. One of the many advantages of working with an independent brokerage firm, is that we are able to offer an array of investment products and services, and are not limited to proprietary products. Using the process below our team will help to streamline each client’s current positions, future goals, and any outstanding expectations.