Jim Littleton

Director of Client Relations @Integrated Financial Partners

Brookline, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2008 — Present

Director of Client Relations @Integrated Financial Partners

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Waltham, MA, US

Our advisors are dedicated to helping you improve your income and impact your quality of life. As a premier fee-based financial services firm, we believe that it\'s not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. IFP\'s services include:• Retirement Planning and Wealth Building Strategies• Investment Strategies and Portfolio Analysis• Life Insurance and Long Term Care Insurance• Estate and Legacy Planning• Tax Reduction StrategiesThe financial consultants of Integrated Financial Partners are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants of Integrated Financial Partners are registered to do business, please visit

EDUCATION

1965 — 1969

Boston College

BS, Accounting

1969 — 1971

University of Massachusetts Amherst

MBA, Business

SKILLS

Estate Planning401k RolloversLong Term Care InsuranceBusiness Succession PlanningSep & Simple PlansBusiness Owner PlanningAccountingRetirement PlanningCollege Funding StrategiesMutual FundsRisk ManagementFinancial Planning401(K) Retirement Savings PlansWealth ManagementTaxInvestmentsLong Term CareEmployee Benefits Design

ABOUT JIM LITTLETON

DIRECTOR OF CLIENT RELATIONS- INTEGRATED FINANCIAL PARTNERS

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Jim Littleton — Director of Client Relations at Integrated Financial Partners in Brookline, MA, US | Unifers