James Altebrando, CF2

About James Altebrando

Jim Altebrando
Financial Consultant
About Me
I focus on Retirement & Estate Planning strategies, Pension Tax guidance & Wealth Management for the individual as well as the closely held business owner.
As a former business owner for 26 years, I understand the challenges that closely held owners and their employees are faced with. When working with clients, I incorporate my personal (business owner) experience along with the knowledge I have as a financial consultant to provide exceptional results and add value as a trusted financial professional.
I can provide guidance and support to individuals and business owners, whether it’s by designing and implementing qualified retirement plans, helping to maximize wealth through professionally managed portfolios or protecting each entity/individual through the use of life insurance and long-term disability insurance.
My team and I are dedicated to helping our clients articulate and realize their goals by providing the financial confidence that comes with a well formulated financial plan.
Services Include:
Retirement and Pension Planning
Tax Strategies to Help Individuals & Business Owners
Employee and Executive Benefits
Succession Planning
Estate Planning Strategies
Investment and Asset Allocation
Life and Disability Insurance Strategies
Associations
Hope House Ministries, Board Member
Port Jefferson Lions Club, Past President & Melvin Jones Recipient
Licenses:
FINRA Series 7, 63 & 65 registrations, Life, accident and health insurance, AR Insurance License 17020552
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Sound Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-159236 (3/21) (Exp. 3/23)