Professional BIO
A WORD ABOUT JAMES PRIMIANO
James Primiano is a Wealth Manager and founder of Primiano Financial in Hamburg, NY. In 2001, James decided to join NEXT Financial Group Inc. as an Independent Registered Representative. This continues now as part of LPL Financial. Being independent provides a wide range of financial services using a personal approach. By developing a professional network of accountants and attorneys, James is better able to serve the financial needs of his clients.
As a Wealth Manager, James takes clients through a comprehensive research process to determine their current financial position. After analyzing their information James creates a comprehensive retirement analysis and a strategic investment plan that targets the clients' goals and objectives. Using an independent approach James selects investment strategies that help meet the specific needs determined by the client.
James specializes in retirement planning for those at or near retirement by building an investment strategy that seeks to keep pace with their current and future income needs. As an independent Wealth Manager, James utilizes investment tools available to create a customized retirement plan that may help if your goals are to maximize your current income, help preserve your current assets, or to help maximize the future inheritance you wish to leave behind.
James runs his practice by emphasizing financial literacy. James works with the public and other financial professionals to create Community Education Programs as well as Financial Literacy Programs. James has also taught college investment couses at Erie Community College where he was previously an Adjunct Professor.
James also has been very active in a number of various local, professional, charitable, and social organizations for years such as: Buffalo Niagara Partnership, Junior Achievement, The Hamburg Chamber of commerce and other local Chambers or Commerce. James served many years on the Board of Directors for the Make-a-Wish Foundation of Western NY and is an active member in the Ride for Roswell.
James's Qualifications and Licenses include FINRA Series 6, Series 7, Series 63, Series 66, Life, Accident, and Health Insurances and is NYS Partnership Certified. James is a Wealth Manager and Investment Advisor Representative of LPL Financial.