Advisor photo for James J Zabatta

James J Zabatta


Financial Advisor
Financial Planning Specialist
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Who are we?

Our team’s name, Halcyon Financial Partners, represents our vision of service to clients and community and reflects our team approach and commitment to our valued clients. The word “Halcyon" as an adjective is characterized by happiness, great success and prosperity and is often used to describe an idyllic time in the past that is remembered as better than today. As a noun, “Halcyon” is defined as a non-passerine bird with a short tail and along stout sharp bill. Legend states that these birds’ nest at sea about the time of the winter solstice and calm its waves. Simply put, our goal is to present a team approach to service and to bring more peace and calm to your financial life.

At the core of Halcyon Financial Partners is the mission to help you and your loved ones feel more confident, connected and in control of your financial life. We seek to form long-term relationships, like family with our clients based on integrity and loyalty. With these values as our core principles, we deliver personalized guidance and planning to help clients achieve their goals for both today and tomorrow. We strive for passion, humility, and professionalism in all our interactions.

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Honored to be recognized in Forbes

I’m excited to share that Halcyon Financial Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.