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Long Island Financial Advisor | Retirement Planning in Long Island, NY

Craig James Financial provides retirement planning and investment advisors in Long Island, NY. Call 631-393-2888.

http://www.longislandinvestmentadvisors.com/

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Long Island Financial Advisor | Retirement Planning in Long Island, NY | longislandinvestmentadvisors.com Reviews

https://longislandinvestmentadvisors.com

Craig James Financial provides retirement planning and investment advisors in Long Island, NY. Call 631-393-2888.

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Long Island Retirement Planning | Retirement Planner in Long Island, New York | Craig James Financial Services

https://www.longislandinvestmentadvisors.com/retirement-planning.php

To Schedule An Appointment. Social Security Maximization Report. Your Retirement Planner in Long Island. Planning Retirement: Taking charge of your future. The biggest worry for most people is not having sufficient retirement income to get through their golden years, provide a legacy for their family and protect against unexpected risks. Stop worrying - and start planning for your retirement now. Here are some of the components of a comprehensive retirement plan. IRAs and Roth IRAs. IRAs and Roth IRAs.

2

Long Island Company 401(k)s Rollover| 401k Rollovers in Long Island, New York | Craig James Financial Services

https://www.longislandinvestmentadvisors.com/401k-rollover.php

To Schedule An Appointment. Social Security Maximization Report. 401(k) Rollover in Long Island. Rolling over your 401(k) may help enable you to gain maximum control over your retirement funds. The professionals at Craig James Financial Services, LLC can explain the process and the potential benefits of a 401(k) rollover and advise you about your options. 401(k) Rollover: Your choices; Your options. Guarantees are contingent on the claims paying ability of the issuing insurance company. IRAs and Roth IRAs.

3

Long Island Estate Planning | Estate Planner in Long Island, New York | Craig James Financial Services

https://www.longislandinvestmentadvisors.com/estate-planning.php

To Schedule An Appointment. Social Security Maximization Report. Estate Planning In Long Island. A well executed estate plan enables you to manage your assets for tax efficiency and wealth retention. Plus it gives you the satisfaction of knowing that your financial affairs are in order and organized for the benefit of your heirs. A comprehensive estate plan includes a plan for your internment and the disbursement of your assets and property. A well executed estate plan enables you to manipulate your ...

4

Long Island Social Security Maximization | Craig James Financial Services

https://www.longislandinvestmentadvisors.com/social-security.php

To Schedule An Appointment. Social Security Maximization Report. The 2016 Budget Act included many drastic changes to social security claiming strategies, such as filing a restricted application or voluntarily suspending one’s benefits. Social Security is still an important aspect of one’s retirement and reviewing your claiming options is still suggested prior to electing, as you do not want to make an irreversible decisions! 1) Filing Restricted for Spousal Benefits. For people born Jan. 1, 1954, or...

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Craig James Financial Media Page | Long Island Retirement Planning and Investing

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To Schedule An Appointment. Social Security Maximization Report. Craig James Financial Services In The Media. Read the article 'Gold Bear Turns Bullish - Why This Financial Advisor Made the Switch' featuring Craig J. Ferrantino on Kitco. Read the article 'Keep an eye on candidates' plans for your wallet: Advisors' featuring Craig J. Ferrantino on CNBC. Read the article '‘Sideways’ Market Remains Despite Brexit Selloff Says Strategist' featuring Craig J. Ferrantino on TheStreet.com. Read the article 'Gray...

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Long Island Financial Advisor | Retirement Planning in Long Island, NY

As Heard On. LI News Radio. As Heard On. LI News Radio. Experience You Can Count On. To Schedule An Appointment. Social Security Maximization Report. Your Financial Professional in Long Island. Craig James Financial Services, LLC is a Long Island-based investment and financial planning firm that specializes in financial planning and wealth management for pre-retirees, retirees, seniors and small businesses. IRAs and Roth IRAs. Long Term Care Insurance. Partial Lump Sum Payment.

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Was founded in 1996 to service Licensed, Active, Stockbrokers. And Registered Investment Advisers. In partnership with private and publicly traded companies. Our meeting format is intended to create an intimate evening, with one commission generating opportunity for all participants. The monthly event is conducted on an invitation only, members only basis.

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