Picture of James McGoldrick

    James McGoldrick

    About James

    Since 1989, Jim McGoldrick has worked with individuals and businesses specializing in retirement strategies, investments, and estate planning*. He is the senior associate of Adult Education Services – a firm offering financial and retirement seminars to universities, adult education programs and Fortune 500 companies.

    Jim currently serves more than 500 clients with over $50 million in total assets as of 12/31/2010. His expertise and commitment to building long-term relationships have earned him numerous industry awards recognizing his accomplishments and service.

    A graduate of Drexel University with a Bachelor of Science degree in finance, Jim passed the qualifying exams for the Chartered Life Underwriter, Chartered Advisor for Senior Living and Chartered Financial Consultant designations. He is active in the financial services industry and a member if National Association of Insurance and Financial Advisors. Additionally, Jim is a past recipient of the Eagle Scout Award and serves on the Alumni Advisory Board for his Drexel fraternity.

    Area(s) of Focus

    • Insurance 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.

    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:
    Delaware, New Jersey, Pennsylvania

    James McGoldrick , Horsham, PA

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