MassMutual financial professional.

James "Jim" Sugdenemail

Coastal Wealth

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

  • Professional Story

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

  • Languages:
    • English

  • Credentials:
    • MBA

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Retirement Income Planning
    • Estate Planning
    • Risk Management Strategies
    • Business Succession Planning
    • Charitable Giving
    • College Funding Strategies

Check the background of this investment professional on FINRA’s BrokerCheck

See James’s Licenses and Disclosures

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