fbpx

Contact Us

Contact Information

Address: 510 Broadhollow Road, Suite 204, Melville, NY 11747

Phone: (631) 393-2888

Fax: (631) 393-2889

Contact Craig James Financial

Please complete the form below to contact us.

    How can we help you?
    Retirement PlanningPartial Lump Sum AnalysisRisk Review of Deferred Compensation PlanInvestment/Portfolio ReviewSocial Security Maximization ReportTax Mapping ReportWebinars/Educational EventsTax Planning ServicesEstate Planning Services

    Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

    Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Wisconsin, & Wyoming.

    Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, SC, & 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.