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Exton, PA

Call Us: (610) 458-2495

James Landry

James Landry

National Financial Planning Team

James has worked in the securities and financial planning business since 1996. As a member of the National Financial Planning team, James provides Investment and Insurance product knowledge, and Estate Planning Support and training to representatives of the LFA/Sagemark Investment Advisor and broker/dealer.

He provides multi-generational estate and investment planning, qualified and non-qualified retirement planning services for affluent business owners, executives, professionals, and retirees.