Jim Martin is a Financial Planner and Investment Advisor with Barnum Premier Client Group, located in Glastonbury, Connecticut. Focusing on the development of wealth management and planning strategies that enable his clients to accumulate and preserve assets, Jim works closely with individuals and families to facilitate the successful achievement of multi-generational financial goals. In addition, he works very closely with corporate employees who are in transition, either moving to a new job, or beginning their retirement. He also dedicates a significant portion of his practice to assisting employees who are terminally ill, helping to ensure peace of mind for both the family and employee in a challenging time, while also guiding the family after the loss of their loved one. Jim is a graduate of the College of the Holy Cross in Worcester, MA. A noted speaker and instructor, Jim was a valuable contributor on FoxCT’s SmartMoney Television show and was also the host of SmartMoney Radio on 960WELI for many years. In his spare time, Jim devotes his attention to numerous charities, but is most passionate about the rescuing of neglected, homeless and abused dogs. *I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. (www.sipc.org). Barnum Premier Client Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
Listed skills include Asset Managment, Variable Annuities, Retirement Planning, Corporate Education, and 10 others.