Investment Adviser Representative & IRS Registerd Tax Return Preparer
Pinnacle Taxx Advisors
James is partner of Pinnacle Taxx Advisors, a regional Income Tax and Accounting firm located in Hauppauge, New York. Services include Personal Income Tax Preparation & Planning Services for both Individual Taxpayers and Trusts. Concentration is given to those taxpayers that are near or at the age of retirement—as well as those taxpayers who are in transition between employment opportunities.
American Portfolios Financial Services
As a Financial Planner, James is primarily responsible for establishing meetings with clients, conducting relevant research, as well as implementing and managing client portfolios for individuals and their families. Other areas of focus include the management of accounts geared to those families who have Special Needs Trusts. James has over 15 years experience in the financial planning sector.
James is a duly licensed Representative with American Portfolios. He holds his Series 7, 63, and 65 licenses, respectively. He also holds his Life, Accident, & Health License with the New York State Insurance Department.
Personal Information
James holds multiple degrees, including his Juris Doctorate of Law, his M.B.A. Master’s Degree in Banking & Finance and Bachelor’s of Science Degree in Resource Management and Development. James seeks to utilize his experience and studies in both business and law to offer clients a complete and comprehensive tax and financial planning service that emphasizes on both crucial estate planning needs and elder law protections, respectively.
James was born and raised on the beautiful South Shore of Long Island, where he lives with his family. When he is not planning his next endeavor, James truly loves to spend time with his family. When he is not focusing on family, James loves to be outdoors and participating in a multiple array of competitive sports. James has a tendency to travel to destinations that are off the beaten path. Some of his more memorable excursions include trips to Iceland, Alaska, and the Canadian Rockies.
