James Szczesniak, AAMS

Focus ?I am dedicated to helping individuals and families meet their financial needs by developing investment plans around their long-term goals and risk tolerance. With over 28 years of experience, I understand that it?s not just about market returns, it?s about what matters most to you. I welcome the opportunity to work together to create an approach to your finances that is designed around your goals and aspirations.? Background The first step Jim takes is to listen and review the current financial situation of his client, along with their preferences and goals. His approach to wealth management is consultative, objective and he strives for excellence. Secondly, he offers recommendations with the goal of satisfying each client?s income and growth potentials. Third he will follow up throughout the relationship you have established with ongoing retirement and estate planning strategies. Jim earned a B.S. in Business Management from SUNY Buffalo in 1988. He began his financial services career as a Financial Advisor with MML Securities in 1995. He continued his career with Merrill Lynch for 16 years until he recently decided to take on the opportunity to serve clients with Wells Fargo Advisors. He has supported Syracuse area investors for over 22 years and is looking forward to helping them meeting their financial objectives for many years to come. Away from the office Away from the office Jim coached Pop Warner football and Liverpool Optimist youth basketball. He loves live sports events and even has season tickets to Syracuse University Football and Basketball games as well as to the Buffalo Bills. He loves going to music concerts and festivals and is an avid golfer.