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Steve Przewlocki

Posted on Nov 10, 2015 by in Advisors |

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I AM INDEPENDENT. I AM STEVE PRZEWLOCKI.

My journey is about helping my clients build independence and confidence. I believe that relationships founded upon trust, education, and value driven strategies pave the path to achieved goals and dreams. I am a 2015 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. In my free time, I enjoy skiing, hiking, kayaking, and spending time with my grandchildren.

Who we are: Przewlocki James, Inc. is located in Tucson, Arizona, one of the sunniest cities in the nation and home to the University of Arizona. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve built a reputation for remarkable personal service since our firm’s inception in 2004, and we are dedicated to reinforcing it with each client interaction. With 50 combined years of experience advising clients on all aspects of investing, we bring deep insight and unique perspective to their portfolios.

What we do: Our firm is dedicated to helping employees of Arizona’s higher education institutions and public schools, as well as investors, set and achieve their long-term financial goals by providing them with proven financial and retirement planning strategies. We work closely with our clients to assist them with retirement guidance, asset management, and investment services.

Why we do it: Providing sound, experienced financial guidance within our warm, family-like atmosphere gives us a great sense of pride and fulfillment.

Steve Przewlocki, Founder and Managing Director – Przewlocki James, Inc.

www.przewlockijames.com

Steve Przewlocki, Founder and Managing Director – Przewlocki James, Inc. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Przewlocki James, Inc. are not affiliated.

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0915