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Financial Resolutions for the New Year

Now that the calendar has flipped, it’s an opportunity to reset and set goals for the upcoming year. This includes how you plan for your financial future. Join us for […]

Roth IRA Coversion Strategy Session

Join Craig J. Ferrantino, CWS®, CFF®, for an exclusive strategy session on Roth IRA conversions. Learn how to optimize your retirement savings before the December 31st conversion deadline. This educational […]

5 Things To Do Before Year Ends

The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At this webinar, we will discuss five things to review […]

Roth IRA Coversion Strategy Session

Join Craig J. Ferrantino, CWS®, CFF®, for an exclusive strategy session on Roth IRA conversions. Learn how to optimize your retirement savings before the December 31st conversion deadline. This educational […]

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.