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James Czajkowski CFP®, ChFC, CLU

James Czajkowski CFP®, ChFC, CLU

Financial Professional

As a Financial Professional, Jim is dedicated to helping his clients build better financial futures. To do it right it takes commitment, planning and the services of a capable financial professional like Jim. His job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through Equitable Advisors and its affiliates, he can offer a broad range of financial products and services that include:

  • Asset Accumulation Strategies
  • Retirement Planning
  • Education Funding
  • Wealth Preservation
  • Income & Family Protection
  • Business Services/Employee Benefits

Jim began his career over 24 years ago after graduating from the University of Connecticut where he majored in Finance. Jim is active in the community as a member of the Milford Chamber of Commerce where he participates in many of their events.

Jim lives in Trumbull, Connecticut with his wife Claudia and their two children; Aleksandra and James.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.