James Pallitto, CRPC®
Financial
Advisor
Chartered Retirement Planning CounselorSM
Merrill Lynch, Pierce, Fenner, & Smith
Inc.
100 Somerset Corporate Center Suite 1000
Bridgewater, NJ 08807
Phone: 732-778-9889
908.685.3226 Office
Website: http://fa.ml.com/jamespallitto
Email: james.pallitto@ml.com
Member Category: Financial Advisor
Year started: 2004
Number of Employees: undisclosed
Best way to contact: Phone
Services Offered:
My mission is to help my clients determine their personal financial needs and goals and to manage their money to meet those goals. I build relationships that last a lifetime, and by becoming their trusted advisor, I help my clients find solutions to life challenges in addition to helping manage their portfolios. I conduct my business in an intelligent, ethical, proactive, and service-oriented manner. I want my clients to rest easy; they will hear from me in both good times and bad. I constantly endeavor to improve the quality of my advice and service. I will never lose sight of how important my clients trust in me is because I know that trust and confidence must be continuously earned.
About Jim:
Jim takes pride in developing effective personal and professional relationships with his clients by offering a personalized approach to professional investing. Jim has the knowledge and experience necessary to educate clients about their portfolios and develop an investment plan according to their goals and objectives. Jim’s areas of experience include working with business owners and top executives to provide comprehensive Wealth Management. He holds Series 6, 7, 31, 63, and 65 Securities Licenses, and Life and Health Insurance Licenses. In addition, Jim holds a Chartered Retirement Planning Counselor Designation from The College For Financial Planning. Prior to his financial services career, Jim provided financial software consulting to mid-sized businesses to improve operational efficiencies, cash-flow and compliance related issues. Jim studied Political Science and History at the University of South Carolina and Meteorology at the College of the Air Force while serving in the United States Marine Corps. Jim is active in the community, volunteering his time teaching financial education to those less fortunate.
Who Jim recommends within the A-Team:
Randy Scoras, Holmdel Autobody
Randy and his team go above and beyond what you would expect of a typical autobody shop. Randy actually cares about the wellbeing of his customers and as result alway creates a win-win that leaves you satisfied you received great service for a fair price.
Bill Brannagan, William J. Brannagan Plumbing and Heating
Two things you expect from a plumbing contractor, but are a rare combination are responsiveness and know-how. Bill and his team exhibit both on a consistent basis. I wouldn't think twice about recommending Bill to anyone in need.
Mike Killeen, Floor Coverings International
Mike takes pain staking effort to be as thorough as humanly possible when embarking on a project. Before he begins a project you have no doubt he has thought of everything and discussed all the possiblities with you. He and his team are prompt and leave your home with the only evidence they were there being the beautiful new flooring or tile.
