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James Mc Manus Ameriprise Financial Advisor

James Mc Manus

CMFC®, AAMS®

Financial Advisor

We shape financial solutions for a lifetime.®

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203.285.1832

James.D.McManus@ampf.com

 
 

16

Years of Experience

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Qualifications

  • Chartered Mutual Fund Counselor
  • Accredited Asset Management Specialist
  • Series 7
  • Series 9
  • Series 10
  • Series 63
  • Series 66
  • CT Long Term Care Partnership
  • CT Life Accident & Health
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Office Location

545 Long Wharf Dr
Ste 501
New Haven, CT 06511-5960
Map Phone: 203.285.1832

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Education

  • Salve Regina University BA Finance

Professional Associations

  • Connecticut Partnership for Long Term Care Certified
  • College for Financial Planning
  • New Haven Chamber of Commerce

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Interests

I live in Wallingford with my wife Danielle and my four children.


Community Participation

Member of the Wallingford Elks.

Participating in the National Day of Service 2011 benefiting the Connecticut Food Bank

Market Watch

Market News

License Information

I am licensed and registered to conduct business in CT.
Based on licenses and registrations I hold, I may also conduct business in TX, NY, FL, CA, IL, CO, MD, VT, MA, AZ.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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