James Primiano – Finacial Advisor & Financial Literacy Advocate

Personal Notes

Financial Literacy is a very important key to a happy, healthy, and successful lifestyle. Many people are faced with the regret that they did not take the initiative sooner to learn about their personal finances. As a result many people have faced potential financial setbacks such as extending their retirement or reducing their expenses to an unsustainable level. My goal is to help educate people in an effort to provide them confidence when making financial decisions. As a Certified Financial Education Instructor, it is my passion to help guide you and your community.

Bio

James has been very active in a number of 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 New York and is an active member in the Ride for Roswell.

James’s Qualifications and Licenses include Series 6, Series 7, Series 63, Series 66, Life, Accident, and Health Insurances and is NYS Partnership Certified. James is a Certified Financial Education Instructor, Associate Professor, Wealth Manager and Investment Advisor representative of NEXT Financial Group Inc.

Securities and investment advisory services offered through NEXT Financial Group Inc. Member FINRA/SIPC. Primiano Financial is not an affiliate of NEXT Financial Group Inc.