James H Mooney - Senior Vice President, Financial Advisor Email & Phone Number

As a busy telecommunications professional, finding the time and energy to manage your finances and plan for your retirement can be a challenge. As an experienced Financial advisor, I will work with you to navigate your 401k investment options, mitigate risk, and maximize your income in retirement. Do not wait another minute to preserve what you’ve earned and invested. Whether you need assistance with financial literacy or retirement and estate planning, I assist you with it all.Building a future with confidence is what I strive to do for telecom employees. I make it simple and easy for you to shape & manage your assets so you can enjoy a retirement filled with once-in-a-lifetime experiences. I am knowledgeable in your retirement plans features, given my 23 years of experience specializing in this area. I will give you an honest assessment of your situation, show you a few features of your plan that may help accelerate your retirement date if that is a goal of yours. People, come to me when they:✔ Need to create an income for life✔ Need to survive & thrive if a money or health disaster strikes✔ Want to live a legacy not just leave one after they’re gone✔ Need to preserve their assets, minimize taxes, & secure their legacyWithin just a few months protecting earned and invested finances, they’re frequently able to:👉Know their family and assets are preserved because you have the necessary, legal documentation in place👉Protect their retirement with strategies used by Experienced Advisors👉Execute their plan to create an income stream for life👉Enjoy insightful conversations with their family about money, building wealth & protecting their lifestylesAs a Financial Advisor, I show clients how to generate an income stream for life, that helps create stability so they can retire with confidence. Our services include financial planning, strategic portfolio management, estate/legacy planning.I’m here to make managing & protecting your finances and lifestyle simple.If you like to know how I help, let's hop on a 15 min coffee chat. 🗓 https://calendly.com/jameshmooney📱 CELL : 215-872-7202✉ jhmooney@ae.cadaretgrant.com

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  Philadelphia University

  Finance