James M. Comblo,  Cff, President – Fsc Wealth Advisor

James M. Comblo, Cff, President – Fsc Wealth Advisor Email and Phone Number

President and CEO @ FSC Wealth Advisors, LLC
New York, NY, US
James M. Comblo, Cff, President – Fsc Wealth Advisor's Location
New York City Metropolitan Area, United States, United States
James M. Comblo, Cff, President – Fsc Wealth Advisor's Contact Details

James M. Comblo, Cff, President – Fsc Wealth Advisor personal email

James M. Comblo, Cff, President – Fsc Wealth Advisor phone numbers

About James M. Comblo, Cff, President – Fsc Wealth Advisor

As a Comprehensive Financial Planner and Portfolio Manager at FSC, I am committed to helping our clients implement, grow, and realize the best possible outcomes for their financial future. Over the years, I have taken a strong focus to educating my clients so that they can make more informed decisions about the financial options available specifically to them. I pride myself in my ability to listen to what my client’s goals are – both financially and in life. I pair listening, empathy and a acute ability to pay attention to the small details of each client’s story. Those three characteristics allow for you, our client to feel heard and for our company to become a major asset for our clients. I am able to customize a program that will fit your needs in all areas of life. With the complete understanding that not everyone has the same goals and situation, this is why we utilize a team approach to offer an array of support. Our customized services are tailored to each client and reflect an understanding that I am always looking out for my client’s best interest.We are here to help you turn conceptually-sound ideas into fully implemented solutions that add tangible value to your financial future. Our company takes pride in delivering exceptional value every step of the way. In my personal life, family is most important to me. I recently married the love of my life, Marina, she’s a 10 in every category! And we have two daughter’s! Additionally, I am a sports fanatic and have been characterized as a voracious reader (I read on average, around 30 books a year)If you have any questions at all about our services, please contact me at the info below.Email- jcomblo@fscwealthadvisors.comPhone- 845.297.0300Securities offered through Geneos Wealth Management, Inc., Member FINRA/SIPC. Investment Advisory Services offered through FSC WEALTH ADVISORS LLC

James M. Comblo, Cff, President – Fsc Wealth Advisor's Current Company Details
FSC Wealth Advisors, LLC

Fsc Wealth Advisors, Llc

View
President and CEO
New York, NY, US
Employees:
6
James M. Comblo, Cff, President – Fsc Wealth Advisor Work Experience Details
  • Fsc Wealth Advisors, Llc
    President And Ceo
    Fsc Wealth Advisors, Llc
    New York, Ny, Us
  • Fsc Wealth Advisors, Llc
    President & Ceo
    Fsc Wealth Advisors, Llc Aug 2021 - Present
    Fishkill, New York, Us
  • Fsc Wealth Advisors, Llc
    Chief Compliance Officer
    Fsc Wealth Advisors, Llc Jan 2018 - Present
    Fishkill, New York, Us
  • Fsc Wealth Advisors, Llc
    Investment Advisor
    Fsc Wealth Advisors, Llc Jan 2012 - 2023
    Fishkill, New York, Us
    At the FSC Wealth Advisors LLC, we provide a variety of tangible services and solutions. Making a few small changes in how you approach your financial habits can put you on track to be more financially confident — and may help you to realize greater satisfaction and confidence as well.We pride our self in our array of financial solutions which include:Retirement Income PlanningForward Looking Tax PlanningExecutive Compensation PlanningInvestment ManagementRetirement FundingEstate PlanningTaxes / Gifting StrategiesAsset Protection / Insurance We take the time to know you as well, if not better, than your closest friend. We take on the role of a financial guide, someone to be there through all of life's changes and surprises. We are lifelong learners and today we remain innovative in our approach to achieve the best possible outcome for each and every one of our valued clients. We specialize in serving individuals, professionals, families, educators, and business owners.
  • Faculty Services Corporation
    Investment Advisor
    Faculty Services Corporation Jan 2012 - Sep 2018

James M. Comblo, Cff, President – Fsc Wealth Advisor Skills

Leadership Alternative Investments Series 63 Team Building Powerpoint Social Media Personal Development Retirement Planning Sales Microsoft Powerpoint Portfolio Management Business Development Investments Finance Financial Services Wealth Management Equities Life Insurance Business Planning Microsoft Office Finra Budgeting Microsoft Word Risk Management Marketing Asset Management Microsoft Excel Training Customer Service Long Term Care Business Process Improvement Business Strategy Management Research Term Life Insurance Problem Solving Securities

James M. Comblo, Cff, President – Fsc Wealth Advisor Education Details

  • State University Of New York College Of Agriculture And Technology At Morrisville
    State University Of New York College Of Agriculture And Technology At Morrisville

Frequently Asked Questions about James M. Comblo, Cff, President – Fsc Wealth Advisor

What company does James M. Comblo, Cff, President – Fsc Wealth Advisor work for?

James M. Comblo, Cff, President – Fsc Wealth Advisor works for Fsc Wealth Advisors, Llc

What is James M. Comblo, Cff, President – Fsc Wealth Advisor's role at the current company?

James M. Comblo, Cff, President – Fsc Wealth Advisor's current role is President and CEO.

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What schools did James M. Comblo, Cff, President – Fsc Wealth Advisor attend?

James M. Comblo, Cff, President – Fsc Wealth Advisor attended State University Of New York College Of Agriculture And Technology At Morrisville.

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James M. Comblo, Cff, President – Fsc Wealth Advisor has skills like Leadership, Alternative Investments, Series 63, Team Building, Powerpoint, Social Media, Personal Development, Retirement Planning, Sales, Microsoft Powerpoint, Portfolio Management, Business Development.

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James M. Comblo, Cff, President – Fsc Wealth Advisor's colleagues are Barbara H., Jeffrey Scott, Courtney Distler.

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