Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

James H

Series 65

Ammon, ID

Preferred Retirement Options, Inc

James Hancock is a Series 65-licensed financial advisor with Preferred Retirement Options, Inc., based in Ammon, Idaho, and has 13 years of industry experience. He has been with Preferred Retirement Options since 2012 and is also a partner in the East Idaho Flag Football League, a local sports organization. Additionally, he operates a life and health insurance business. Preferred Retirement Options primarily serves individual clients and corporate retirement plan sponsors, providing financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages investments while Preferred Retirement Options maintains client relationships and conducts reviews.

General retirement planning Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)