James Carriveau

BFA™

Financial Advisor

Working with you to develop a financial strategy that aligns with your personal goals so you can be secure and confident in your future.

State(s) Licensed:   CA Insurance Lic. #4068861, FL, IA, IN, WI

Phone 920-361-4800
Address

141 Huron St.
Berlin, WI 54923

James Carriveau

Working with you to develop a financial strategy that aligns with your personal goals so you can be secure and confident in your future.

State(s) Licensed:   CA Insurance Lic. #4068861, FL, IA, IN, WI

Let's plan your financial future together

Where are you at today, and where do you want to be tomorrow? We can work together to define your retirement strategy. Let's find a path to move you forward, while protecting you from taking steps back. Everyone deserves financial clarity, and I'm here to help you find it.

My strengths are the following:

  • Strengthen your financial position
  • Prepare for unexpected illness, injury, or loss
  • Invest with purpose and manage your assets
  • Explore tax-efficient ways to manage your money
  • Save and prepare for income in retirement
  • Plan to pass on a meaningful legacy

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Berlin Office

Phone:
920-361-4800

Hours

M – F: 8 a.m. – 4 p.m.