James Grattan Email & Phone Number
Financial Advisor and Investment Advisor Representative @ Baystate Financial
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James Grattan Location
- Wakefield, MA, US
James Grattan Work
- 2001 -now Financial Advisor and Investment Advisor Representative @
- 1998 -1999 Leadership Consultant- Northeast @
James Grattan Education
- University of Hartford
Bachelor of Science (B.S.) (Business Administration and Management, General)
1994-1998
James Grattan Skills
- Financial Advisory
- Business Succession
- Estate Conservation Strategies
- Variable Life
- Dental Insurance
- Group Life
- Fixed Annuities
- Ownership Transition
- Insurance
- Retirement Planning
- Wealth Management Services
- IRAs
- Investments
- Variable Annuities
- Finance
- 401k
- Roth IRA
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Universal Life
- Multi Generational Wealth Transfer
- Coli
- FINRA
- Qualified Retirement Plans
- Investment Strategies
- Disability Insurance
- Licensed Life and Health Insurance Agent
- Long Term Care Insurance
- 401k Rollovers
- Executive Benefit and Key Employee Retention Strategies
- Term Life Insurance
- Health Insurance
- Retirement
- Securities
- Group Benefit Plans
- Wealth Accumulation Strategies
- Whole Life
James Grattan Summary
- James Grattan, based in Wakefield, MA, US, is currently a Financial Advisor and Investment Advisor Representative at Baystate Financial. James Grattan brings experience from previous roles at Sigma Nu Fraternity, Inc.. James Grattan holds a 1994 - 1998 Bachelor of Science (B.S.) in Business Administration and Management, General @ University of Hartford. With a robust skill set that includes Financial Advisory, Business Succession, Estate Conservation Strategies, Variable Life, Dental Insurance and more. James Grattan has 1 emails and 3 mobile phone numbers on RocketReach.
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