809 Aquidneck Avenue, Middletown, Rhode Island, 02842
Main:
(401) 619-6990
Fax:
(508) 672-7500
Finance & Insurance > Financial Planning & Investments
“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.
Monday:
8:30am
to 5:00pm
Tuesday:
8:30am
to 5:00pm
Wednesday:
8:30am
to 5:00pm
Thursday:
8:30am
to 5:00pm
Friday:
8:30am
to 5:00pm
Tags: Insurance Planning, Tax Strategies, Employee Benefits, Legacy Planning, Financial Consultant
Products: Wealth Transfer Planning, Business Owner Planning, Life Insurance, Long Term Car Insurance, Retirement Strategies
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