James Sciortino

James Sciortino

Financial Advisor

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.

 

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

 

      QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in OH
  • Registered to offer securities products in OH

 

PERSONAL

  • Lifelong Resident of Cleveland, OH
  • Hobbies: Traveling, Sports

 

 

Phone 216-285-1967
Fax 216-285-1959