James J. Ciarmella
Advantage Wealth Management
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Title: Managing Partner, Financial Advisor
Offering advice since: 2003
Areas of expertise:
- Annuities
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about James J. Ciarmella:
At Advantage Wealth Management, we are a full service financial planning firm. We are committed to helping individuals build, manage, preserve and transfer financial assets through comprehensive investment planning and risk management techniques.
Recognizing that each individual's financial goals are unique, we develop a personalized financial plan based on a holistic view of our client's lifestyle.
Compensation and Fee Structures:
Fee or Commission based advice. The payment structure depends on what is right for our client.
Licenses, Certifications & Affiliations:
FINRA Series 7, 24, 31, 66
Certified Financial Planner Professional
Chartered Financial Consultant
PA & FL Health, Life and Variable Annuity Insurance Licensed
Education:
Northwood University Dual Major BBA in Banking/Finance and Management
CFP Certificant- Certified Financial Planner Board of Standards
ChFC Certificant- The American College, Bryn Mawr, PA
Will provide references upon request?
Yes
Contact Information for James J. Ciarmella
Phone: (888) 242-9770
Please support us by letting this advisor know you found them through Boomerater
Fax: (610) 565-5090
Address for James J. Ciarmella:
811 N. Providence Road
Media, PA, 19063
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