We help our clients define their financial goals, envision their financial future, and leave a lasting family legacy.
Working hand in hand with a team of Financial Professionals both in and outside of Janney, Jim Bloodgood proactively serves a select group of long term clients and families who are in the accumulation and / or distribution phase of their career or retirement. Jim focuses on Asset Management; Life Insurance and Tax Deferred Annuities; College Planning; Tax-Efficient Income; and Charitable and other Gifting Strategies.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality recommendations, services, and solutions to help you reach your goals.