James S. Cruice, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James S. Cruice, Jr. CFP®

ChFC, CLU

Chief Financial Advisor

Cruice Financial Planning

17 Kensett Ln
Darien, CT 06820
+ 1 More Location

Cruice Financial Planning

55 Greens Farms Rd
Westport, CT 06880
FINANCIAL ADVISOR'S WEBSITE
(203) 221-0202

General

James Cruice is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cruice Financial Planning in Darien, CT and the surrounding communities.

Financial Advisor Overview

Experts in Retirement Distribution & Income Planning

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Financial Advisor Experience

Since 1983

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CFS

Insurance Licenses

  • Life insurance: CT, NY, CO, NJ, DE
  • Health/disability insurance: CT, NY, CO, NJ, DE
  • Fixed annuities: CT, NY, CO, NJ, DE
  • Variable annuities: CT, NY, CO, NJ, DE

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources