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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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2024 Nasdaq Trade Talks; TCJA and Tax Toxicity

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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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Retirement

Retirement

Provide a legacy for your family and protect against unexpected risks. Stop worrying and start planning for your retirement now.

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Insurance

Insurance

Sleep soundly knowing your loved ones are protected. We offer life insurance, disability insurance, long term care, and more.

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Investments

Investments

We analyze your financial situation to determine an investment strategy and the investment instruments that are most suitable for you and your financial goals.

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College Planning

College Planning

Applying for college can be a very stressful time. You want the best for your child, but the costs of college are always on the rise.

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Why Craig James Financial?

Certified Financial Fiduciary®

Certified Wealth Strategist®

Expertise in Police Retirements

Meet Our Team

Craig J. Ferrantino President
Certified Financial Fiduciary®

Megan D. MuccioAssociate
Certified Financial Fiduciary®

Jenna M. Hudson Chief Operating Officer

Portia RandallOperations Assistant

Ines Barros Content Developer

Alexa GalfanoOffice Assistant

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Our Services

Retirement
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Corporate
Investments
Taxes

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, DC, PA, NY, FL, NC, NJ, SC, RI, OR, DE, WI ME, MA,VI, & 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.