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    James Bolton


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

    About James

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Jim splits his time between his "Mountain office" in the awe inspiring Vail Valley of Colorado and his "Ocean Office" in the historic and beautiful city of Boston, MA.

    Jim is a graduate of Stonehill College in North Easton Massachusetts as well as the Boston University program for financial planners. He serves on the Stonehill College Alumni Council as well as the board of Directors of the MM agents association.

    Jim, his wife Denise and their two children Sam and Kate enjoy skiing and hiking together in the mountains of Colorado and Maine.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    James Bolton CLTC is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 101 Federal Street, Suite 800, Boston, MA 02110, Tel: (617) 439-4389

    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:
    Arizona, Colorado, Massachusetts, Rhode Island

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, California, Colorado, Florida, Maine, Massachusetts, New Hampshire, New Jersey, North Carolina, Rhode Island

    James Bolton CLTC, Eagle, CO

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