Terry James & Associates, LLC
Terry James,
Registered Representative & Insurance Agent
Welcome to Terry James & Associates – Your Premier Destination for Insurance and Retirement Strategies!
As dedicated financial professionals, we specialize in helping you:
- Clarify and define your financial goals
- Recommend tailored solutions that align with your needs
- Provide timely and relevant information
- Explain the impact of changing financial conditions on your situation
- Monitor and track your financial progress
- Assist you in crafting effective investment strategies
Explore our site for a wealth of valuable resources, including articles, calculators, and research reports designed to address your queries and spark your interest.
For any inquiries, don't hesitate to reach out to us at (646) 227-8267 or Tjames@ft.newyorklife.com. We eagerly anticipate the opportunity to engage in a conversation with you about securing your financial future.
Calculators
You can review interesting calculators on my site.
Contact Us
Please feel free to contact us with any questions.
Videos
We have interesting videos for you to watch on my site.
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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