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Experience You Can Count On

At Craig James Financial Services, LLC we are committed to working individually with each and every client to design a comprehensive financial plan that covers all aspects of pre-retirement, retirement, estate management, and legacy planning.
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Our Services

Tax Mapping

Tax Mapping

Identifying tax opportunities on an annual basis is important. It is equally important to bring tax decisions and planning into your overall financial plan.

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Financial Planning

Financial Planning

At Craig James Financial Services there is no cookie-cutter approach to financial planning. The approach is specialized and focused on you.

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State Police Retirement

State Police Retirement

Craig James Financial Services, LLC has created a list of “Retirement Protocols” that has proven to be essential during the retirement process.

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Maximize Social Security

Maximize Social Security

Social Security is still an important aspect of one’s retirement and reviewing your claiming options is still suggested prior to electing.

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Why Craig James Financial?

Certified Financial Fiduciary®

Certified Wealth Strategist®

Expertise in Police Retirements

Meet Our Team

Craig J. Ferrantino Founder and Principal
Certified Financial Fiduciary®

Jenna M. Hudson Chief Operating Officer

Megan D. MuccioInvestment Advisor
Certified Financial Fiduciary®

Keri O’Brien Marketing Director

Phillip R. AlmodovarRelationship Assistant

Portia RandallOperations Assistant

Craig On Air

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Media Appearances

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Our 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, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Wisconsin, & Wyoming.

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

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