James J. Giordano Jr. RICP®, RSSA®
Managing Partner
James is a licensed professional who will objectively analyze your investments and help you create a financial plan designed to meet your unique goals. He invites you to schedule a complimentary, no-obligation appointment and gain valuable information on financial planning topics, including:
- 403b and 401(k) Rollover Services
- Retirement Income Planning
- Mutual Funds & 529 Plans
- Brokerage and advisory
- Market-Linked CD's
- Tax-Deferred & Tax Advantaged Accounts
- Life & Long-Term Care Insurance
- Wealth Transfers
- Business & Retirement Services
“As a Private Wealth Advisor my goal is to help my clients develop, implement, and navigate a well-balanced investment strategy in an effort to accomplish their goals and objectives. My job is not only to help increase returns, but also help better the quality of my clients' life.”
Series 7 – LPL Securities Representative
Series 66 – LPL Investment Advisor
Retirement Income Certified Professional - RICP®
Registered Social Security Analyst- RSSA®
Educational Background:
Immaculata University – Bachelor of Science in Finance
445 Brick Boulevard
Suite 105
Brick, NJ 08723