John Tumminia, Jr., RICP®
CA Insurance Lic. #0M86528
Financial Planner
Qualifications and Personal Information
- Licensed to sell Life & Health Insurance in CT, FL, NJ, NY and PA.
- Recipient of the PCG Hall of Fame Award
- Member of Million Dollar Round Table
- Fairleigh Dickinson University graduate
- Hobbies include Basketball, Fishing, and spending time with my family: Wife: Robyn, Children: Ashley (10), twins Emily & James (7)
My Practice
I focus on building client wealth in a way that is comfortable for the client. This is accomplished by communicating openly and effectively to produce tailor-made investment strategies that incorporate my clients’ investments and lifestyle. My practice consists of a team of focused professionals drawing on a range of specialized skills that encompass tax, legal, investment, finance and insurance experience. My goal as your financial advisor is to be the key strategist who sets the team of financial professionals in motion to provide clients with the confidence that their long term goals will be met.
We Offer a Wide Range of Financial Solutions, such as:
RETIREMENT PLANNING
- Wealth Management
- Distribution Strategies
- 403(b), 457(b), 401(k) Plans
- Roth IRAs/Traditional IRAs
- IRA Rollovers
- Fixed and Variable Annuities
- Pension Payout Alternatives
- Mutual Funds
PROTECTION AND INSURANCE
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Employee Benefits
- College Funding Strategies
- Estate Analysis and Protection
- Auto & Home Insurance