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James Mc Manus Ameriprise Financial Advisor

James Mc Manus

Financial Advisor

 

 
 
Print Summary

Qualifications

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

Office Location

545 Long Wharf Dr
Ste 501
New Haven, CT 06511-5960
Map (203) 285-1832


Professional Associations

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

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 NJ, VA, NY, PA, FL, ME, CA, IL, OR, CO, SC, VT, MA, AZ.

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

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Market Watch

Market News
  • 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.