James M. Desrocher Email and Phone Number
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James M. Desrocher personal email
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It has been said that 90% of the wealth in this country is owned by just 10% of the population. If you have been frustrated with your results and do not have confidence in what you are doing and why you are doing it, it is time for a TrueView. Complimentary Consultations.I have been in the industry for over a decade and started my company to show clients ways they can gain financial confidence. Learn what the 10% know and how they think about money and how to make it work for you!- Retirement Planning- Investment Planning- 401k Rollovers- Life Insurance- Wealth Management- Tax Mitigation StrategiesYou worked hard to get to where you are today. We can help you grow your wealth and secure your future, no matter what stage of life you're in - with our powerful financial planning and wealth management solutions.Contact Information:Office: 978-972-5114Email: jdesrocher@mytrueviews.com/COMPLIANCE:2023-4372/
Trueview Financial
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Financial CoachTrueview Financial Jan 2015 - PresentMiddleton, Ma, UsAt our firm, we have the client—and only the client—in mind.I coach my clients to help them keep more of their money. The results I am aiming for is confidence that you are on track, organized and maximizing your resources to help fulfill your goals.My clients work with me because like a good coach I tell them the truth, I keep them accountable, I educate them on their options and keep them focused.When not working I enjoy spending time with my wife Linda, Son J.P. and Daughter Gabriella. On a recent trip to Italy (Linda is Italian) I ordered chicken parm not knowing that it is an american dish, and almost got kicked out of the restaurant. They take food very serious over there! and I do too; I eat as much of it as I can. Luckily I have a fast metabolism.I enjoy: Family, Relaxing, Traveling, Trying New Things. -
Investment Advisory RepresentativePark Avenue Securities Jan 2015 - PresentInvestment Advisory Representative at Park Avenue Securities from 01-2015 to now: Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 800 Westchester Avenue, Suite N-409 Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. TrueView Financial LLC is not an affiliate or subsidiary of PAS or Guardian. TrueView Financial LLC in not a registered investment advisor. CA Insurance License #0M83430This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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Financial AdvisorRobert Fine & Associates Aug 2011 - Jan 2015Robert Fine & Associates was founded in 1971 with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
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Financial Advisor - Asst. Vice PresidentBoston Partners Financial Group Jun 2007 - Aug 2011I worked with my clients to improve their financial strategies. I gained tremendous experience during this time working with my clients to get through the "Great Recession" intact and helped others to recover while building long lasting relationships.
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MentorshipBrophy Financial Dec 2006 - Jun 2007I Mentored under two financial advisers, learning the industry and best practices. I gained practical real world experience from a very successful comprehensive financial services practice.
James M. Desrocher Skills
James M. Desrocher Education Details
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Saint Anselm CollegeFinancial Economics -
Enrico Fermi High School
Frequently Asked Questions about James M. Desrocher
What company does James M. Desrocher work for?
James M. Desrocher works for Trueview Financial
What is James M. Desrocher's role at the current company?
James M. Desrocher's current role is Financial Coach at TrueView Financial - Get immediate access to the tools, personalized coaching, and wealth management you need to help reach your goals..
What is James M. Desrocher's email address?
James M. Desrocher's email address is jd****@****tes.com
What is James M. Desrocher's direct phone number?
James M. Desrocher's direct phone number is +178155*****
What schools did James M. Desrocher attend?
James M. Desrocher attended Saint Anselm College, Enrico Fermi High School.
What are some of James M. Desrocher's interests?
James M. Desrocher has interest in Cigar, Traveling, Snowboarding, Golf, Sports, Food, Wine.
What skills is James M. Desrocher known for?
James M. Desrocher has skills like Insurance, Life Insurance, Retirement Planning, Leadership, Management, Customer Service, Strategy, Disability Insurance, Small Business, Insurance Strategies, Young Professionals, Business Owners.
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