Mr. James De Gaetano, RFC.

Affiliated Person

631-851-5804

jdegaetano@financialguide.com

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 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

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 until 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

CRN202506-2486348