James Mooney
About
I have over 23 years of experience as a Financial Advisor. My goal is to help people feel confident about their financial future by delivering great personal service and the best financial products.
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Annuities, Mutual funds
No reviews (yet)
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Services offered
Financial Services And Planning