James L. Pitney

James L. Pitney

Investment Advisor Representative

Phone: (231) 733-8482
E-mail:


 

I have assisted my clients accumulate and retain assets for college and retirement for over 26 years. My success is driven by contact and friendship with my clients.


Personal Professional Services

  • Estate Conservation Strategies
  • Financial Needs Analysis
  • Education Funding Strategies
  • Retirement Funding Strategies
  • Life Insurance
  • Long Term Care Insurance


Business Professional Services

  • Funding Strategies for Buy/Sell Agreements
  • Executive Compensation Plans
  • Deferred Compensation Plans
  • Business Continuation Plans
  • Qualified Retirement Plans
  • Focus on employer 401 (k), 403 (b) and defined benefit rollovers


Personal Information

  • Married to Joanne and have three daughters, Teresa, Tamara & Tricia, four grand children Logan, Alina, Kelsey & Alec.
  • I have lived in the small town environment all my life.
  • Retired Army Officer