Jim Altebrando
Financial Consultant
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
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Sound Private Wealth is not owned or operated by Equitable Advisors, LLC or its affiliates.
