Our Qualifications

James and his team have been working with individuals and businesses in the area for 20+ years.

James is licensed to do business and sell insurance products in New York, New Jersey, and South Carolina. James holds a Series 7 license thought LPL Financial, along with a Chartered Retirement Planning Counselor (CRPC) designation *.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in managing your finances.

One of the benefits of working with us is our ability to provide easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

We are looking forward to using our expertise to help you pursue your financial goals!

*CRPC conferred by College for Financial Planning.