James Primiano is a registered representative with NEXT Financial Group Inc. in Williamsville, NY. In 2001, James decided to join with the Financial Guys, LLC. The Financial Guys provide a wide range of financial services using the team approach. By developing a network of accountants and attorneys, they are able to better serve all of the financial needs of their 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 strategic investment plan that targets the clients’ goals and objectives. Using an independent approach James selects investment strategies that 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 will help keep pace with their current and future income needs. As an independent Wealth Manager, James analyzes all investment tools available to create a customized retirement plan that will help if your goals are to maximize your current income, help preserve your current assets, or to help maximize the future inheritance you wish the leave behind.
James heads up the Education department of the Financial Guys’ Network. James works with attendees and other financial professionals to create Community Education programs. In addition to the instruction of Community Education classes throughout area high schools, James is also an Associate Professor at Erie Community College were he teaches a college level Investments course.
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, and other local Chambers or Commerce. James has served many years on the Board of Directors for the Make-a-Wish Foundation of Western NY. James’s Licenses include Series 6, Series 7, Series 63, Series 65, Life, Accident, and Health Insurance.