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Our Services

Retirement Planning

Retirement & Investment Services

Law Enforcement Retirement Planning

NYS Teachers Retirement

General Retirement Planning

IRAs & Roth IRAs

Roth Conversions

Partial Lump Sum Payment Options

457 Rollovers

401(k) Rollovers

Financial Planning

Financial Planning

Debt Management

Cash Flow Management

Budgeting

Estate Planning

Emergency Funds

Life Insurance

Insurance

Term Life Insurance

Investment-Grade Life Insurance

Disability Insurance

Long Term Care Insurance

Business Overhead Insurance

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Investments

Individual Stocks

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Variable Annuities

Fixed Annuities

Corporate

Corporate

Company 401(k)s

Business Overhead Insurance

Taxes

Taxes

Tax Preparation

Tax Planning & Mapping

College Planning services

College Planning

529 College Plans

Advanced College Planning

FASFA & CSS Profile Completion

510 Broadhollow Road, Suite 204,
Melville, NY 11747
Phone: (631) 393-2888

HoursMonday - Friday: 9am - 5pm
Weekends & Evenings: By Appointment

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Broker Check

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, Tennessee, 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.

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