James Breslin - CLTC

Financial Services Representative
Financial Planner

Visit my web site!

New England Agency - Manchester
650 Elm Street, Suite 101
Manchester, NH 03101

Phone: (603)641-0484 ext. 126
Fax: (603)647-4912
E-mail: jbreslin@metlife.com

---

Mission Statement:
To be a lifetime resource for my clients and their families, who trust me to help them pave the road to financial freedom.

Code of Ethics:
Delivering outstanding professional service to my clients and always acting with honesty and integrity. As a financial professional, I have a responsibility to always act in the best interest of my clients.

I am committed to:
• Complete confidentiality of information
• Continuously enhancing my knowledge and skills through professional training and ongoing education
• Presenting accurately and fully to my clients all information essential to making informed decisions
• Presenting strategies that are suitable to my clients needs
• Loyalty and integrity in all relationships My main focus is to create a strategy that will help to fulfill my clients’ financial goals & objectives. Honesty and the full disclosure of details related to your matters are guaranteed.

Products & Services Provided
• Individual Retirement Accounts (IRAs) – Traditional/Roth
• IRA rollover
• 401(k)  /  401(k) rollover
• Profit Sharing Plans
• SEP Self Employee Pension Plans
• Deferred and immediate Annuities
• Disability Income Insurance
• Split Dollar Bonus Plans
• Group Life Insurance, Disability Income Insurance, Medical & Dental Plans
• Mutual Funds
• Equities
• Bonds
• Annuities
• CD’s
• Money Market and Savings Accounts
• Investment Seminars
• Pre-Retirement Seminars
• Pension Payout Alternatives Seminars
• Seminars to Improve Business Effectiveness
• Life Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Long-Term Care Insurance
• Disability Income Insurance
• Major Medical Insurance
• Property & Casualty Insurance
• Estate Analysis
• Charitable Giving Strategies*
• College Funding Strategies
• Advisory Services

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Banking products and services, offered by MetLife Bank®, NA, Member FDIC, a MetLife affiliated company.