- Tax PlanningStart tax planning now and you could owe the government less money in the spring ‘ featuring Craig J. Ferrantino in US News.
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- Tax ServicesInsurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, & AZ. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. Tax services are provided independently of United Planners.
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- Wealth ManagementCraig James Financial Services will never pressure you to acquire proprietary products or take unnecessary financial risks. We offer a variety of investment choices, products, and services from a wide range of providers. We help you develop strategies and choose financial products and services that will enable you to achieve your financial and retirement goals. With our deep industry knowledge, extensive resources, comprehensive wealth management services, and established investment strategies, we will put you on a sound financial path and help move you forward through every stage of your wealth management journey.
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- Financial PlanningDuring his years at JP Morgan Chase, Craig gained experience in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. Over the course of his career, Craig moved into the investment side of the business, starting with Smith Barney and then A.G. Edwards, concurrently moving from the city to the east end of Long Island. With these groups, Craig gained extensive experience and deepened his knowledge about financial planning for individuals and small businesses.
- Retirement PlanningOutside of the office, Craig lives with his wife and their three children in Quogue, NY. As a certified Advanced Emergency Medical Technician, he spends his free time volunteering with the Westhampton Ambulance. In addition, he also is a volunteer fire police officer with Quogue Village Fire Department. Craig serves as the New York Chapter Director for two educational nonprofit organizations known as the American Financial Education Alliance and The Foundation for Personal Financial Education. Both organizations seek to educate members of the community on different aspects of financial and retirement planning.
- AnnuitiesRead the article ‘After you’ve saved for retirement, annuities can help put your nest egg to work’ featuring Craig J. Ferrantino in the Washington Post.
- Asset ManagementCraig J. Ferrantino, Certified Financial Fiduciary® & Certified Wealth Strategist® is the founder and president of Craig James Financial Services, LLC. Craig started his career on Wall Street at JP Morgan Private Banking Group in New York City performing asset management and assisting high net-worth clients. Since then, he has amassed more than 32 years of experience in the financial services industry.
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