Financial Consulting Middletown

Lincoln Financial Securities | James Crosson

Financial Consulting Middletown

Address
809 Aquidneck Avenue
Place
Middletown, RI   02842 
Landline
(401) 619-6990
Fax
(508) 672-7500
E-Mail
isabelbergantim@securitiesmail.com
Website
www.jamescrosson.com

Description

“Our goal is to minimize the stress and help to maximize your success.” For more than 30 years, James Crosson has helped individuals, companies and charitable organizations alike make decisions that create value and manage risk. He works with a broad range of clients and tailors his services to their investment objectives. Jim focuses on planning for life changes; such as: retirement, divorce, loss of a loved one, or asset sales. He can help make these transitions smooth with sustainable long-term strategies.

Keywords Insurance Planning, Tax Strategies, Employee Benefits, Legacy Planning, Financial Consultant.

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Financial Consulting
(401)619-6990 (401)-619-6990 +14016196990

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