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James Carriveau

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James Carriveau
Financial Advisor
.
BFA™
Part of the Mascoutin Valley Associates practice
141 Huron St.
Berlin, WI 54923
About James Carriveau

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

My specialties are:

  • 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
My qualifications
  • Bachelors of Education, UW La Crosse
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4068861)
  • Florida
  • Iowa
  • Wisconsin

Insights

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How does whole life insurance actually work?​ This article includes a helpful overview of what whole life insurance is, its features and a useful example of how you might access your policy’s cash value in the future: https://bit.ly/469VlD7
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact us today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Office location
Berlin Location
141 Huron St.
Berlin, WI 54923
Phone920-361-4800Hours

M – F: 8 a.m. – 4 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations