We are a full service CPA firm that offers Accounting, Tax, and Business Advisory Services. We also offer Financial Planning and Wealth Management services through our related company Flanagan Capital Management.
Whether you are new to our site, or returning for a visit, we hope to provide you with timely and valuable information to help you plan your financial future.
At James Flanagan & Associates, we strive to build and maintain long-lasting business relationships. This web site is an extension of our commitment to you.
We firmly believe that no one will work harder to help you succeed. Please feel free to contact us for additional information about our firm and the services we offer. We look forward to speaking with you soon.
James Flanagan & Associates provides a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
By combining my experience and expertise with commitment to client service, James Flanagan & Associates assures that every client receives the close analysis and attention they deserve.
Our calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.
James Flanagan, CPA,CFP(R),MBA
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 in Finance 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.
Jim Flanagan is a CFP(R) professional.
He has completed the NASD Series 7 and Series 66 Securities Licensing Exams. Jim also passed the Insurance Examination for Life, Health, Accident, and Disability issued by the Commonwealth of Pennsylvania.
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.
Jim 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.
28 West Eagle Road Suite 204
Havertown, PA 19083
Telephone: (484) 455-7095
Fax: (484) 455-7658