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. Being independent provides a wide range of financial services using an unbiased approach. By developing a 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 will help keep pace with their current and future income needs. As an independent Wealth Manager, James analyzes 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 to leave behind.

 

As a Certified Financial Education Instructor 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. In addition to the instruction of Community Education Classes throughout area high schools, James is also an Associate Professor at Erie Community College where he has taught college level Investments courses.

 

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 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.

 

Registered Branch office 4211 North Buffalo Road, Suite 17A, Orchard Park, NY 14127. 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.

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