Jim has nearly 20 years’ experience in the insurance industry, with experience in helping clients develop retirement strategies. He joined Brennan Financial Group, a marketing firm of New England Financial in 2003 and is a registered representative with New England Securities Corp., Boston, MA.
As a financial representative, Jim assists individuals and business owners in determining which financial products and strategies best meet their goals and objectives. Throughout his career Jim has attended several professional seminars. The topics covered include long-term care insurance, estate planning and investment/wealth accumulation strategies.
Jim is active in the Ashtabula Chapter of the American Red Cross. He has been the chairman of their annual golf fundraiser. Jim is also a coach in a youth basketball league.
Jim, his wife, Eva and their two sons reside in Jefferson. He enjoys reading and playing golf.
PROFESSIONAL PRODUCTS & SERVICES
Retirement Funding Strategies
Investment Funding Strategies
Business Insurance
Personal Insurance
Estate Conservation Strategies
PERSONAL
Born in Conneaut, OH, November 1956
Raised in Northern Ohio
Former Pro Golfer
Married with two children
Avid Sports Fan
ORGANIZATIONS
Chairman Golf Committee, Thunderhill Golf Club
Securities products
offered through New England Securities Corp. (member
FINRA/SIPC), 501 Boylston Street, Boston, MA 02116.
CD200700961 Exp. 3/31/2008
I will work with you and
your tax and legal advisers to help you select
the most appropriate product solutions to suit
your specific needs and circumstances
