James R. Savarino, LUTCF, CLTC, AIF®

James R. Savarino, LUTCF, CLTC, AIF®

Senior Vice President

Phone: 978-689-6934
Fax: 978-689-0952
E-mail:
 

For over 35 years, Jim has been dedicated to assisting families, small businesses and professional individuals develop and achieve their unique financial goals.

Jim’s experience and dedication to his profession has earned him many awards.  Jim has earned Signator’s honor “Achieving Client Excellence” (ACE) multiple times throughout his career.  ACE is a qualification unique to the Signator Investor’s, Inc. that acknowledges the top 250 financial representatives in its national network of financial professionals  These representatives receive the ACE award for client excellence, personal ethics and integrity, and the ability to solve clients’ financial needs. John Hancock has also acknowledged Jim’s unique leadership abilities with various sales, leadership and management awards over the years.

Jim graduated from Wentworth Institute of Technology.  He earned his Accredited Investment Fiduciary designation (AIF), his Long-Term Care Certificate from the Corporation for Long-Term Care (CLTC) and is a Life Underwriting Training Course Fellow (LUTCF).

He is the past President of the Methuen, MA- Salem, NH Rotary Club where he has helped provide both financial and essential resources to less fortunate communities locally, in the Dominican Republic and India.  He is a member of UNICO, the largest Italian-American Service Organization in the United States, supporting charities, youth organizations and scholarships.  He is also a member of the Middlesex BNI group and NAIFA, the National Association of Insurance and Financial Advisors.

Jim’s mission is to provide the leadership to help his clients achieve their financial goals with wisdom and motivation.  He is an advocate for each of his client’s unique financial goals.  His consultative and strategic approach to advising his clients leaves them feeling confident that a financial strategy has been developed that aligns their goals with a plan of action.

As a top Advisor at Boston Partners Financial Group, LLC Jim has access to a variety of John Hancock financial products and services as well as those of many other carriers.  These services include Retirement Planning, Estate Planning Strategies, Life Insurance and Investment Management.

Jim is from Melrose, Massachusetts and currently resides in North Andover, Massachusetts.  Jim is an avid outdoorsman and is a member of both the Danvers and Melrose Fish and Game clubs.  He is also a wine maker.  The award-winning Savarino Family Wines have been recognized in numerous competitions nationally and across the state.

 

Registered Representative/Securities and investment advisory services offered through Signator Investors, Inc, Member FINRA, SIPC, a Registered Investment Advisor.  Boston Partners Financial Group, LLC is independent of Signator Investors, Inc. and John Hancock. 103-20160210-275856