Congratulations James
On Being Named a
2010 FIVE STAR Wealth Manager
James J. Hoogasian
Seventh Floor
Worcester, MA 01608
(508) 890-0922
Ext. 103
jhoogasian@sfpworcester.com
Integrity – Dedication – Professionalism
- Tax-efficient wealth accumulation and distribution strategies
- Wealth preservation techniques
- Financial strategies for business owners and executives
Area of Focus: Corporate executives, business owners, healthcare professionals
Designations: MBA
Advisor is licensed/registered to do business with U.S. residents in the states of: MA, VT, NH, RI, ME, NY, CA, CT
Jim Hoogasian is a Registered Representative of, and offers securities through New England Securities (NES)(member FINRA/SIPC). CA Insurance License # 0D66750. Strategic Financial Partners is not affiliated with NES. Neither NES nor its representatives offer tax or legal advice. Consult your personal tax & legal advisors for guidance. L0210089082[exp1210][CA,CT,MA,ME,NH,NY,RI,VT]
Strategic Financial Partners and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Strategic Financial Partners clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.