James Savarino ,Clu®, Chfc®, Lutcf®, Aif® Email & Phone Number

For 40 years I have been dedicated to helping people plan a better financial future. There is a gap where people are and where they want to be. By partnering together we can establish a unique customized solution to help close that gap. What sets me apart from other professionals is that support and collaboration from my firm and associates bringing together creative and forward thinking techniques provide the most innovative financial solutions possible. Planning involves a four step process. First is to get to know you and your unique financial situation and goals and needs. As we go through this process you may think of others that also need to do the same thing. I want you to know that I am never too busy to help others, so don’t keep me a secret. Second is to conduct a study to analyze your financial picture. Third is to design a customized solution and the fourth and final step is to monitor and review your progress. I am committed to meeting with you on an ongoing basis to monitor evolving needs and goals. I find great satisfaction and pride myself on this commitment.I am licensed to sell Insurance Products in the following states: AZ, MA, NC, NH, SC, VT I am licensed to sell Securities in the following states: AZ, FL, MA, ME, NH, VTSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Main Branch (978) 689-6906

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  Wentworth Institute Of Technology