101 Federal St #800
Boston, MA 02110
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Jim splits his time between his "Mountain office" in the awe inspiring Vail Valley of Colorado and his "Ocean Office" in the historic and beautiful city of Boston, MA.
Jim is a graduate of Stonehill College in North Easton Massachusetts as well as the Boston University program for financial planners. He serves on the Stonehill College Alumni Council as well as the board of Directors of the MM agents association.
Jim, his wife Denise and their two children Sam and Kate enjoy skiing and hiking together in the mountains of Colorado and Maine.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Estate Planning
- Financial Planning ®
Check the background of this investment professional on FINRA’s BrokerCheckSee James’s Licenses and Disclosures