James Reardon (CFP®, JD)

James Reardon focuses in the
following client markets or areas of practice:
- Annuities
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Annuities
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
NAPFA Start Date
March 02, 2020