James C. Smith

Vice President

Phone: (914) 747-4585
Fax: (914) 747-0188
E-mail:

 

James C. Smith , CLU, ChFC is a Vice President of Georgetown Financial Group, Inc. and also a Chartered Life Underwriter and a Chartered Financial Consultant. Jim has been in the financial services industry since 1981. Jim holds Series 7, 65 and 63 registrations and specializes in retirement planning, and helps manage Georgetown Financial Group`s large Tax Sheltered Annuity business. Jim is also highly skilled in Long Term Care insurance plan design and underwriting. Jim is widely known and highly respected in the metropolitan NY insurance and investment community.

Jim is a member of the National Association of Insurance and Financial Advisors (NAIFA). Jim is also a member of the American Society of Chartered Life Underwriters.

Jim is licensed in the states of CA, CT, FL, MA, NY, NJ for the sale of securities and CT, FL, MA, NJ, NY for the sale of insurance products.