My goal is to always take care of families and business owners by putting their needs first and providing them with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES:
- Fixed and Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Lump-Sum Pension Distribution
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Business Planning strategies
Focus Areas:
- Elder Care Planning
- Insurance Strategies
- Investment Strategies
QUALIFICATIONS:
Registered to offer Securities products in California, Florida, New York, and North Carolina
Licensed to sell Insurance in Florida, New York, North Carolina, South Carolina
Series 6, 63 licenses
RFC - Registered Financial Consultant designation
PERSONAL:
45 Years in the Financial Services Industry:
11 years on Wall Street, 30 years MetLife
Started as a Trader on the floor of the NYSE
Vice President of JETS of America 2002-2017
A 15-year member of Smithtown High School Advisory Group
Hobbies:
Chess
James has been married to Diane, a CPA, for 27 years. They have 2 daughters, Jennifer, 22, and Melissa, 20
CRN202806-8986276