James Claroni
- Role
- Salem Five Investment Services at Salem Five Bank
- Location
- Reading, MA, US
- LinkedIn followers
- 500 followers
About James Claroni
Knowledgeable CERTIFIED FINANCIAL PLANNER™ with extensive experience helping individuals,…
Experience
Salem Five Investment Services
Present
Education
College for Financial Planning
CFP ®, Financial Planning
Fordham University
BA, Math & Economics
Skills
- Investments
- Disability Insurance
- Crm
- Tax Planning
- Insurance
- Life Insurance
- Group Benefits
- Iras
- Portfolio Management
- Estate Planning
- Finance
- Problem Solving
- 401k
- Financial Advisory
- Retirement Planning
- Investment Advisory Services
- Education Planning
- Tax Preparation
- Financial Services
- Mutual Funds
- Asset Allocation
- Fixed Annuities
- Strong Communicator
- Annuities
- Microsoft Office
- Wealth Management
- Voluntary Benefits
- Core Benefits
- Financial Planning
- Personal Finance
- Employee Benefits
- Detail Oriented
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