Lutcf James Grace

James Grace is a financial advisor dedicated to assisting families and businesses in achieving financial freedom and meeting their established goals.

With a focus on Retirement Income Strategies, Asset Allocation Strategies, Group Benefits, Personal Insurance, Business Succession, Estate Conservation Strategies, and Executive Benefit Strategies, James aims to be a lifetime resource for each client.

He has gained valuable skills, knowledge, and experience through his roles as an Investment Advisor Representative/Financial Services Representative at Barnum Financial Group and as a Former Financial Services Representative at MetLife.

James Grace studied at Bryant University and is affiliated with Metropolitan Life Insurance Company (MLIC) in New York and MetLife Securities, Inc. (MSI) in Rhode Island.

His expertise lies in providing securities products and investment advisory services to clients in various regions.