
James "Jamie" Bowersemail
6 Corporate Dr #550
Shelton, CT 06484
Professional Story
AsaFinancialPlanner,Jamieservicesthefinancialneedsofindividualsandbusinesseswhilelookingtobuildlong-termrelationships.Hecollaborateswithhisclientstodeterminetheirfinancialgoalsandnavigatesthrougheachofthe6areasoffinancialplanningtohelpgetthemthere.Startingwiththeircurrentfinancialposition,theydiveintoprotectionplanning,investmentplanning,taxplanning,retirementplanning,andestateplanning.Whentheanalysisiscomplete,Jamiecanidentifysolutionsforspecificneedsorbuildandimplementafinancialplanthatcanhelpputtheminthebestpositiontosucceed.
“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.“
IamlicensedandregisteredtoofferproductsandservicesinCT.Licensesandregistrationswillvary.
DomiciledinCT.Education
Bryant University (2010-2014)
Hobbies
Cooking
Hiking
Snowboarding
TravelingLanguages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Estate Planning
- Financial Education
- Military
- Risk Management Strategies
- Student Loan Refinancing
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
- Commonbond You are now leaving MassMutual's website and will be redirected to an advisor's website.Get a preferred interest rate for student loan refinancing.
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