James Raio

Financial Services Representative @Northwestern Mutual

Albany, NY, US

I work with families and businesses to define their mission and vision, assess their current financial position, and create a tailored plan that reflects their goals and values.Through our planning process, we identify what financial security truly means to each client and apply a wide range of strategies—including wealth and investment management, risk protection, retirement and estate planning, business planning, budgeting, debt reduction, and tax-efficient approaches.My clients value the peace of mind that comes from knowing they’re not navigating their financial journey alone. They have a dedicated team providing guidance, accountability, and focus on what matters most to them.

University at Albany, SUNY

Bachelor of Applied Science - BASc