My Background

Meet Terry James, the driving force behind Terry James Financial Services since 2004.

Graduating from City College, CUNY, in 2003, Terry embarked on a journey of continuous learning and professional growth. In 2019, he proudly earned the RICP (Retirement Income Certified Professional) designation, showcasing his commitment to staying at the forefront of financial expertise. The following year, Terry achieved the CLTC (Certification in Long Term Care), further solidifying his comprehensive knowledge in financial planning.

Consistently reaching the prestigious Executive Council status, Terry James stands among the elite agents who excel in their performance each year. This recognition reflects his unwavering dedication and success in the financial services arena.

Beyond accolades, Terry James is driven by a genuine commitment to building enduring client relationships. His philosophy centers on empowering individuals to confidently assess their financial goals and actively participate in the financial management process.

What sets Terry apart is his unique ability to demystify complex financial concepts, providing clients with clear and easily understood explanations of various products and services. Collaborating with Terry James means gaining access to a personalized program—a roadmap toward a more secure financial future.

Experience the difference of partnering with a dedicated professional who prioritizes your financial well-being. Terry James is your trusted guide in navigating the path to financial success.