Comprehensive Financial Planning in Long Island

Craig James Financial Services offers a financial planning approach focused on you.

At Craig James Financial Services there is no cookie-cutter approach to financial planning. The approach is specialized and focused on you. We ask about your dreams and goals, then develop a thorough plan that addresses every aspect of your portfolio, including social security, taxes, medical, estate planning, life insurance, investments, assets and family needs.

Targeted financial and investment strategies.

We meet with each client regularly and offer financial guidance designed to target these financial goals:

  • Maximize net worth
  • Enhance wealth and cash flow
  • Reduce tax liabilities
  • Implement sound investment strategies
  • Plan for a secure retirement
  • Provide for loved ones
  • Invest for the future

Craig James Financial Services focuses on providing financial, retirement and investment services for those who live and/or work in the greater Long Island area, including Suffolk County, Nassau County, South Shore Long Island, North Shore Long Island, Islip, Melville, Hauppauge, Huntington, and other nearby communities. Craig James Financial Services works extensively with employees of Verizon and other companies, as well as public professionals and union members (police, firefighters, teachers), dentists (through Eastern Dental Financial Services) and small/mid-sized businesses.

Craig James Financial Services, LLC helps provide comprehensive financial planning solutions targeted to your unique financial situation. Call now to schedule a complimentary consultation to review your financial goals and discuss financial planning strategies. Call: 631.393.2888 or Toll Free: 877.876.2707