James Crosson

It is my great privilege to have been entrusted to guide so many retirees through life transitions in my career as a financial professional that has spanned more than 30 years. My business is built on three key tenets: integrity, desire to help others and meaningful working relationships. Success has followed, owing to always having put clients’ needs first, and I am proud to operate one of the most prestigious retirement services firms in the region offering a first-class experience. In the past, I have served as a board member of Investors Capital Corporation, which was a publicly traded company, and also as a board member at the Gabelli School of Business at Roger Williams University. I believe in the importance of education to make informed financial decisions and have taught investment courses at the University of Massachusetts, Bristol Community College, and Bridgewater State College, though I can no longer do so due to time constraints. Additionally, I have been quoted in a variety of publications, including The Wall Street Journal, The Financial Times, Money Magazine and more. We seek to improve clients’ lives through knowledge and implementation of investments such as retirement strategies, life-insurance, long-term care insurance, endowment and non-profit accounts as well as business tax strategy and insurance. What matters to them, matters to me. Transitions can be nerve-wracking, but I aim to minimize the stress and help to maximize your success. Feel free to connect with me on LinkedIn, and to learn more about our services, please give us a call at: (401) 619-6990 Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.