Professional Experience:
James Dolan is a veteran financial advisor with more than 32 years of experience helping business owners, retirees, professionals, and affluent families pursue their most important financial goals. He specializes in comprehensive wealth management, retirement planning, and asset protection—guiding clients through market cycles with a clear focus on long-term security and confidence.
James takes a holistic, client-centered approach that emphasizes strategic wealth accumulation, thoughtful portfolio diversification, and reliable income distribution planning. His work centers on understanding each client’s unique circumstances and designing practical strategies that protect what they have built while positioning them for the future.
He holds a degree from the Adelphi University School of Business Administration and maintains the professional credentials required to deliver integrated investment, risk management, and estate planning solutions. Throughout his career, James has remained committed to clear communication, disciplined decision-making, and building lasting relationships grounded in trust.
Credentials:
General Securities Representative – Series 7
Investment Advisor Representative – Series 66
Life, Health and Variable Annuity Insurance Agent
Bachelor of Science – Business Administration – Adelphi University
Professional Services:
Business
- Business Succession Strategies
- Business Valuation Analysis
- Buy/Sell Agreements and Funding Strategies
- Executive Compensation and Incentive Plans
- Key Employee Protection and Retention Strategies
- Employee Benefits
- Business Retirement Plans
Personal
- Family Protection Strategies
- Risk Management
- Financial Planning
- Retirement Strategies
- Investment Strategies and Wealth Management
- Education Funding
- Estate Planning
- Charitable and Gifting Strategies