Jim D'Aprile, CFP®, CHFC
Committed to financial stability,
family, community and charity.
Jim D'Aprile has worked extensively in the field of financial management for over 25 years. His designations include CERTIFIED FINANCIAL PLANNER (CFP®), and Chartered Financial Consultant (ChFC), as well as various securities registrations and insurance licenses.
Since 1989, Jim has helped hundreds of individuals navigate life's transitions.
At Strategic Financial Services, we believe that a plan is a powerful tool. Pursuing your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Strategic Financial Services comes in. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.
Our independence enables us to establish working relationships with a number of industry - leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit your unique needs.
Who is LPL?
Our professionals are affiliated with LPL Financial, the nation's leading independent broker/dealer* supporting more than 13,500 financial advisors nationwide. At LPL Financial, help is provided for financial professionals to aid in managing the complexities of running successful organizations by providing their partners with access to leading-edge tools and technology, unbiased research, dedicated service and training, and open product architecture offering investment strategies. LPL Financial advisors, like Jim, offer access to stocks and bonds, annuities, life insurance, mutual funds, and fee-based asset management, as well as trust services**, money market accounts, and financial planning services. LPL Financial provides its clients investment advice and access to products from many of the nation's leading investment companies. For more information about LPL Financial please visit their website at www.lpl.com
*Based on revenues, as reported in Financial Planning magazine, June 1996-2016
**Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.