• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Premier Financial, Retirement, Insurance, and Investment Planning Services Firm Prescott, AZ

Have a question?
Local: (928) 778-1050
Clients
  • Facebook
  • Twitter
  • YouTube
  • Services
    • Planning
    • Insurance
    • Investments
  • Private Client Group
    • Invictus Overview
    • The Invictus Experience™
    • The Invictus Way™
    • Invictus Clientele
    • Invictus P.A.C.T.™
  • News & Articles
  • About Us
    • Our Founder
  • Contact

Our Founder

Here’s our story. We look forward to hearing yours.

Victory Wealth Services’ mission is to create inspiring financial strategies that move you to do whatever it takes to live your ideal life.

James N. Hait

Founder & Financial Advisor

James N. Hait is a financial advisor and the founder of Victory Wealth Services. He has nearly 25 years of experience in the insurance and financial services industry. He has passed the Series 65 securities examination and is a Registered Investment Advisory Representative. He also holds both Life and Health insurance licenses in the states of Arizona and Montana.

As an advisor and professional Financial Organizer, Mr. Hait leads a dedicated team of independent Financial Subject Matter Experts that include Certified Financial Planners (CFP®), Asset Managers, Certified Public Accountants (CPA), Estate Planning Attorneys, and Insurance Experts who all work in harmony to help his clients get their entire financial life in perfect order and keep it that way—forever.

Family is a very important part of James’ life. He has been married to his wife, Leslie, for over 25 years. They both enjoy riding their horses and spending time with family. They are also very involved with their faith and participate in many charitable opportunities, both local and abroad.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us by email or call us at (928) 778-1050 today!

Granite Dells in Prescott AZ

Let’s work together

Experience a level of service you never thought possible! Take the first step towards living your ideal life today.

Get in Touch

Footer

Social

See what we're up to by following along on social media.

  • Facebook
  • Twitter
  • YouTube

Navigation

  • Home
  • Planning Services
  • Insurance
  • Investments
  • Resources
  • Invictus Private Clients
  • About Victory
  • Contact
  • LOG IN

Newsletter

Stay up to date by subscribing to our newsletter.

Victory Wealth Services is a trade name used by Victory Wealth Services, LLC. and Victory Insurance and Financial Services, LLC. We are an independent financial services firm helping individuals create financial strategies using a variety of investment, insurance products, and services to custom suit their needs and objectives.

 

Securities and investment advisory services are offered through Victory Wealth Services, LLC. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Insurance and Financial Services, LLC., a licensed insurance agency, doing business as Victory Wealth Services in Arizona. Product and feature availability may vary by state. For background information, please visit: www.BrokerCheck.com.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

 

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF

 

Copyright © 2021 · Victory Wealth Services, LLC. · Terms of Use · Privacy Policy