James Byrnes

Investment Advisor Representative

We all must suffer one of two things: the pain of discipline or the the pain of regret and disappointment- Jim Rohn

About

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Preparing for the next step in life isn’t always easy. I believe acquiring knowledge is the key to a successful financial future.

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As someone with more than 20 years of experience in leadership roles at several prominent Wall Street firms I have made it my priority to provide clients with tools and resources to enable them to make informed financial decisions.

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Together with my team, I’m able to deliver total financial analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

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My trading experience gives me a unique perspective on the importance of sound financial judgement and my personal experience working in lower Manhattan on 9/11/2001 has only strengthened my belief that risk management is an essential component of any comprehensive plan.

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I am licensed to sell Insurance in: FL, NY, PA, GA and Securities in: FL and NY.

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I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 315 W Town Place, Unit 8 St. Augustine FL 32092
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CRN# CRN202708-6974912

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My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

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This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

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Personal Solution

Protection

Life Insurance
Disability
Income Insurance
Long Term Care
Medical | Health | Dental

Retirement
Services

401(k)
403(b)
457(b)
IRAs
Roth IRA
Defined Benefit Plans

Investment Products Services

Annuities (Fixed & Variable)
Brokerage
Investments

Estate Planning

Tax Efficiency Strategies
Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

See If We’re The Right Fit

See Who We Help

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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Buy-sell protection
Key person coverage
Buy-out funding

Qualified Plans

401(k)
Simple/SEP IRAs
Defined Benefit Plans

Non-Qualified
Plans

Executive Bonus
Deferred Compensation
Split Dollar

Group Benefits*

Health Savings Account
Dental Insurance
Vision Insurance
Life Insurance
Long Term Care
Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform