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    James Alex


    Check the background of this investment professional on FINRA's BrokerCheck

    About James

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    My vision is to educate individuals, families, and business owners so that they can better understand their unique financial situation, and work with them to provide tailored solutions to help meet their financial needs and goals. It is important to know that as your life changes, I will always be there as a trusted financial resource. In summary, I build my practice by developing long term relationships with my clients, which in turn makes you part of my family.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    James Alex is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 2200 Northern Boulevard, Suite 200, East Hills, NY 11548, Tel: (516) 686-7000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, New Jersey, New York, Pennsylvania

    I am licensed to sell Securities Products in the following jurisdictions:
    Connecticut, Illinois, Maryland, New Jersey, New York, Ohio, Pennsylvania

    James Alex , East Hills, NY

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