Craig James Financial Services, LLC.

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Craig James Financial Services, LLC. Offering independent objective financial advice. Follow us on Twitter!: http://twitter.com/ #!/CraigJ A Message from Craig J. Sincerely,

Craig J.

We specialize in the following financial services: Financial Planning, Education Planning, Retirement Planning, Stocks, Bonds, 401(k)s, Disability and Life Insurance, IRAs, Estate Planning, Annuities and much more! Your Vision is our Mission:

As an independent financial advisory practice, Craig James Financial Services will never pressure you to acquire proprietary products or take unnecessary financial risks. We offer a variety of investment choices, products, and services from a wide range of providers. We help you develop strategies and choose financial products and services, that will help enable you to achieve your financial and retirement goals. With our deep industry knowledge, extensive resources, comprehensive wealth management services and established investment strategies, we will put you on a sound financial path and help keep you moving forward through every stage of your wealth management journey. Ferrantino, Founder, Principal and Financial Advisor:

At Craig James Financial Services, LLC we are committed to working individually with each and every client to design a comprehensive financial plan that covers all aspects of pre-retirement, retirement, estate management and legacy planning. Our aim is to become your investment advisor for life. We take the time to get to know you and understand your goals, desires, and risk tolerance. We will create an integrated financial plan tailored to your specific circumstances. We will help you learn investment strategies and acquire the right financial tools to achieve your long-term goals. We will implement sound wealth preservation and tax mitigation strategies and actively care about your investments. We will help you make decisions to help ensure the comfortable secure retirement you have earned. We will serve you with integrity, honesty, reliability and care. It is our honor to be your trusted financial advisor for life. Ferrantino, Founder


Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated. Investment products and services available only to residents of: AZ, CA, CO, CT, DE, FL, MD, MA, NH, NJ, NY, NC, OH, OR, PA, SC, TX, VA, and WY.

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things...
15/10/2026

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things to fall by the wayside. Amidst the rush, we want to remind you that we are always here whenever you need support.

Whether you have questions, need guidance, or just want to touch base, do not hesitate to reach out. We are always just a call away. Call us at 631-393-2888.

Changing jobs? Before you do anything with your old 401(k), make sure you're not making one of these costly mistakes.Our...
15/10/2026

Changing jobs? Before you do anything with your old 401(k), make sure you're not making one of these costly mistakes.

Our President, Craig Ferrantino, was recently featured in the U.S. News & World Report sharing what to watch out for when rolling over a 401(k) to an IRA - including why missing the 60-day rollover window can trigger a taxable distribution and a potential 10% penalty.

Read the full article here: https://money.usnews.com/money/retirement/articles/401k-to-ira-rollover-mistakes

The team at Craig James Financial was honored to attend the NCPD Columbia Association Dinner Dance at Oheka Castle and p...
13/10/2026

The team at Craig James Financial was honored to attend the NCPD Columbia Association Dinner Dance at Oheka Castle and proud to help sponsor this meaningful evening.

Supporting the Nassau County Police Department community and the organizations that bring people together is important to us. Thank you to the NCPD Columbia Association for hosting such a memorable event.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
12/10/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

09/10/2026

Learn more about Craig James Financial Services and how our team can help you plan for your financial future.

Visit our website to explore our services, resources, upcoming events, and educational content: craigjamesfinancial.com

Ready to take the next step?
• Visit our website to learn more & schedule a consultation
• Subscribe to our YouTube channel for more financial insights and radio clips
• Follow Craig James Financial Services on social media for updates, events, and helpful resources

Craig James Financial Services
Helping you protect, prepare, and plan for your financial future.

Visit our website at craigjamesfinancial.com
Call the office at 631-393-2888

Our team was honored to attend the Sean Ledwith Memorial Golf Outing and Dinner, a meaningful event that brought togethe...
08/10/2026

Our team was honored to attend the Sean Ledwith Memorial Golf Outing and Dinner, a meaningful event that brought together friends, families, and members of our community in support of a special cause.

The crisp fall weather made for a beautiful day on the course and an evening filled with conversation, connection, and reflection. Events like this are a wonderful reminder of the importance of coming together, strengthening relationships, and supporting the people and causes that make a lasting impact in our community.

We are grateful to have been included in such a memorable occasion and appreciate everyone who helped make the day so special.

Have you ever contemplated failure?Sounds really fun, right?But we all know failure is a wonderful opportunity to learn....
07/10/2026

Have you ever contemplated failure?
Sounds really fun, right?
But we all know failure is a wonderful opportunity to learn. As I was thinking about that word recently, I realized nothing about its definition says it stays that way. Which means there is an even greater chance of growth with failure.
Let me put this thought into my realm of expertise. When does a financial strategy fail? On a down day in the markets? No plan should fall short because of one day or even one month. If anything, a good financial strategy should set rules for buying great assets at great prices.
Of course, the same is true for positive days, months, and years in the market. They don’t, in themselves, define a financial strategy's success. In fact, if your financial strategy relies on short-term returns to avoid failure, we need to talk.
If you feel your financial strategy is doomed to failure or that it isn’t covering all the areas of your life I’ve mentioned here, we should talk. Your financial plan should allow for learning from short-term failures. It should document everything that will help you succeed throughout your financial life. Contact us at 631-393-2888 to set up a consultation!

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
06/10/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

Address

Melville, NSW

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16313932888

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