Preparing for the next life isn't always easy. I prode myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me reccomend products and strategies designed to meet their current, and more importantly, future needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.
When I am not meeting with clients you can find me on the golf course, at a sporting event or traveling.
I am licensed to sell insurance in NY and PA. I am register representative of and offer securities MML Investor Services, LLC, member SIPC.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Risk Management Strategies
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee James’s Licenses and Disclosures