For over 40 years, I have been dedicated to assisting families, small businesses and professional individuals develop and achieve their unique financial goals. My mission is to provide leadership that will help my clients achieve their financial goals with wisdom and motivation by using a consultative and strategic approach leaving them feeling confident that a financial strategy has been developed aligning their goals with a plan of action.
I am a graduate from Wentworth Institute of Technology and currently hold the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), a Life Underwriting Training Course Fellow (LUTCF®), also an Accredited Investment Fiduciary (AIF®), all designations from the American College of Financial Services. As a Partner with Retirement Fiduciary Group and through my affiliation with Osaic Wealth, Inc., I have access to a variety of financial products and services including Retirement Planning, Estate Planning Strategies, Life Insurance and Investment Management. Throughout my career, I have been recognized as a multi- qualifying member of the Million Dollar Round Table (MDRT) . MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance and the highest standards and ethics . Also earned Signator’s honor “Achieving Client Excellence” (ACE) multiple times. ACE, was a qualification unique to the former Signator Investor’s, Incorporated, that acknowledged the top 250 financial representatives within its national network of financial professionals each year.
I am the past President and member of the Methuen, MA Rotary Club where I have helped provide both financial and essential resources to less fortunate communities locally, in the Dominican Republic and India.
Jim is from Melrose, Massachusetts and currently resides in North Andover, Massachusetts. Jim is an avid outdoorsman and is a member of both the Danvers and Melrose Fish and Game clubs and the Minuteman Sportsman Club. He is also a wine maker. The award-winning Savarino Family Wines have been recognized in numerous competitions nationally and across the state.