Jim Nuzzi Email and Phone Number

Since entering the financial services business in 1973, we have strived to provide our personal and business clients the guidance and financial tools to provide them and their employees financial security today and into the future.Our goal to deliver these services in a manner that exceeds our client's expectations has allowed us to grow our business exclusively through their kind introductions to others whom they believe will benefit from our work.Our focus is protection of one's assets, wealth accumulation strategies, and estate planning strategies. Our continued commitment to professional education and working with tax and legal specialists provides our clients with a one stop opportunity to design a plan toward achieving their financial goals and objectives.Specialties: Insurance, wealth accumulation, and estate planning strategies for individuals and employee benefits, selective executive benefits and retirement plans for businesses