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Firm

About Our Firm

Since 1987, James Flanagan & Associates has been providing quality, personalized financial guidance to  individuals and privately held businesses. Our expertise ranges from basic tax compliance and accounting services to more in-depth services such as tax planning, financial planning and wealth management, and business advisory services.

By combining our expertise, experience, dedication to learning and the team mentality of our staff, we assure that every client receives the thorough analysis and attention they deserve. Our dedication to high standards and our tireless work ethic is the reason our clients return year after year.

Check us out on BrokerCheck. Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities and investment advisory services in the state of Pennsylvania. This is not an offer to sell securities or provide investment advisory services in any other state or jurisdiction.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP ® (with plaque design) and CFP ® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Our Mission

Our mission is to help clients achieve financial sucess in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. James Flanagan & Associates is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for many years and pride ourselves on the level of respect that we have earned.

Our dedication to hard work has earned the respect of the business and financial community. We believe this is a direct result of our talent, dedication, and responsiveness to our client base. Whether you are a current or prospective client, you can rest assured that the individuals and business owners who choose James Flanagan & Associates will receive competent and timely advice.

Our Team

James Flanagan, CPA,CFP(R),MBA

jflanagan@jfafcm.com 484-455-7095 BS Accounting- Bloomsburg University '78, MBA Lehigh University '79
CPA, CFP(R)

Jim is the Founder and President of the firm.

He was born and raised in the Wilkes-Barre/Scranton area before moving to the Greater Philadelphia Region in 1979. He graduated with honors with a BS in Accounting from Bloomsburg University in 1978 went on to receive his MBA from Lehigh University in October of 1979.

Jim held a variety of financial and accounting related positions at Combustion Engineering Corporation and Campbell Soup Company prior to purchasing the practice in January of 1987.

Jim is a Certified Public Accountant in the Commonwealth of Pennsylvania and a CERTIFIED FINANCIAL PLANNER™, CFP ®

Jim is an active member of the Board of Directors of Eagles Fly for Leukemia and Co-Chair of the EFL Annual Night at The Philadelphia Zoo. To learn more about Eagles Fly for Leukemia, please visit our website at www.eaglesfly.org.

Jim has also served as a member of The Finance Commitee of St. Kevin Parish in Springfield, PA. and has also enjoyed coaching youth basketball at both the CYO and Township levels.

Jim resides in Springfield with his wife Theresa and their daughters Katherine and Christina.

You can contact Jim by phone at 484-455-7095, by e-mail at jflanagan@jfafcm.com , or by cell at 610-804-8810.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP ® (with plaque design) and CFP ® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Maureen M. Chrest, CPA

mchrest@jfacpa.com 484-455-7095 CPA

Maureen is a Senior Accountant at the firm.

She is a Certified Public Accountant in the Commonwealth of Pennsylvania (License Number CA050792). Maureen graduated with a BS in Accounting & Mathematics from Fairfield University.

Maureen joined the firm in December of 2010.

Maureen has previously held a Senior Accountant position at The McKee Group as well as a Senior Assistant Auditor position at Deloitte & Touche, LLP.

She resides in Drexel Hill with her husband and children. You can contact Maureen by phone at 484-455-7095 or by e-mail at mchrest@jfacpa.com.

Maureen Simpson

msimpson@jfacpa.com 484-455-7095

Maureen is a Senior Accountant and a Wealth Management Assistant at the firm. She attended Neumann College.

Maureen resides in Havertown with her family

You can contact Maureen by phone at 484-455-7095 or by e-mail at msimpson@jfacpa.com

Theresa Flanagan

tflanagan@jfacpa.com 484-455-7095

Theresa is the Office Administrator and Wealth Management Assistant at the firm. She is also Jim's wife.

Theresa is a graduate of Villanova University.

Theresa and Jim reside in Springfield with their daughters Katherine and Christina.

You can contact Theresa by phone at 484-455-7095 or by e-mail at tflanagan@jfacpa.com.