Meet the Team
Professional Specialties Retirement, Estate and Eldercare Planning Health Benefits/Solutions Business Succession Strategies Life Insurance Legacy Planning Professional Qualifications and Experiences MBA with honors received in 1989...
Graduating from Rutgers University, Jim has many skills in marketing, leadership and as a motivational/inspirations speaker. He enjoys working in the financial industry creating strategies for protection portfolio planning.
Joseph Scotti is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in FL, NC, NJ, NV, NY, PA, SC, VA and is insurance licensed in New Jersey.
https://www.specialneedsfundingcoach.com/
As a 25 year veteran, Chris has developed skills in several key areas of the financial services industry. His main focus and passion, however, lies in helping people avoid the simple mistakes that end up preventing them from achieving...