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:
Registered to offer Securities products in New York and Pennsylvania
Licensed to sell Life & Health Insurance in New York, New Jersey, Pennsylvania
Series 6, 63 licenses
RFC - Registered Financial Consultant designation
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 until 2002-2017
A 15-year member of Smithtown High School Advisory Group
James has been married to Diane, a CPA, for 27 years. They have 2 daughters, Jennifer, 22, and Melissa, 20
1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
6800 Jericho Turnpike
Syosset, NY 11791
Need help? Contact us.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495
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