Jim Space is committed to helping his clients build confidence about their finances, family and future. His goal is to provide a solid financial foundation to help them feel secure in their retirement. He has the tools, services and solutions to provide individuals, families and business owners with simple steps to take care of complex financial issues.
Jim has had a track record of success in the financial services industry for over 30 years. His services include Retirement Planning, 401K/403B Rollovers, Life Insurance Strategies, Estate Planning Strategies and Tax Reduction Techniques, as well as Financial Advice.
Jim currently resides in Patchogue, New York with his wife of 49 years, Elaine. He is a member of Suffolk County Good Fellows and is involved in his parish at Our Lady of the Snow in Blue Point, New York. He has two sons and four grandchildren.
James Space is a Registered Representative of Equity Services, Inc. and offers securities in NY & FL. He is also insurance-licensed in NY, FL, NJ, & PA.