Financial Planning with James Dimos

The Common Trust Federal Credit Union is pleased to provide access to comprehensive financial planning services through a strategic alliance with James Dimos, CRPC® and CLTC of  Advisory Resource Group.

Developing a sound financial plan for the future can be one of the toughest financial challenges credit union members face. Planning for retirement while saving for your children’s education, understanding your insurance needs, evaluating your investment options, and creating a forward-thinking savings plan — all while managing today’s expenses — can be overwhelming and confusing. James can provide guidance to help you set personalized short- and long-term goals, potentially avoid costly financial mistakes and more.

James Dimos can help you with:

  • Financial Planning (asset allocation review, tax planning, cash flow analysis, estate planning)
  • Qualified Accounts (IRA, SEPs, 401(k), 403(b), Profit Sharing Plans)
  • Advisory Accounts (mutual fund wrap accounts, active & passive strategies)
  • Insurance Programs (life Insurance, annuities, long-term care insurance and disability insurance)
  • Investment Programs (mutual funds, stocks, bonds, REITs, variable annuities)
  • Educational Accounts (529 Plans, Educational IRAs, UGMAs, UTMAs)
  • Non-Qualified Accounts (Standard Brokerage)

To learn more or to schedule a free initial financial consultation, contact James Dimos at 603-758-1111 or visit www.dimosfinancial.com

 

James Dimos, APMA®, CRPC®, CLTC

As a Financial Advisor, James Dimos, APMA®, CRPC®, CLTC helps individuals, families and business owners better understand their current financial situation and define their future goals, focused on working towards financial freedom. James is committed to being a lifetime resource for his clients, taking pride in developing long-lasting relationships and providing quality service.

As an independent advisor, James can offer a wide range of investment and insurance products and services, objectively recommending options that are suitable for each individual client’s unique situation and requirements.

James has more than 10 years of investment advisory experience, and currently holds Series 6, 7, 63, and 65 securities registration through LPL Financial. He earned a Bachelor’s Degree from the University of New Hampshire.


Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.

Financial planning offered through Advisory Resource Group, a registered investment adviser (RIA).  Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an RIA or BD.  Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using Advisory Resource Group. These products and services offered through Advisory Resource Group, LPL, or their affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Other Government Agency Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, GA, MA, NH, NY, PA.