James "Jim" Sugden

Credentials:
  • FLMI®
  • MBA

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving, College Funding Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See James’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact James

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Coastal Wealth - Miami

Satellite Office

2 S Biscayne Blvd Suite 2200
Miami, FL 33131

CRN201912-180567