James K McCauley - Financial Advisor

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.

MassMutual Financial Group in Bonita Springs provides a range of life insurance and protection products, along with retirement and investment services tailored to help individuals achieve their financial objectives. Discover how MassMutual can assist you in reaching your financial goals through their comprehensive offerings and expertise in financial planning. Generated from their website's infomation

History- For 29 years we have provided guidance, personal attention and outstanding service to Business Owners, Employers, Professionals, Families & Retirees. We offer complimentary consultations, free financial check-ups, free life insurance reviews and free on-goin support as needed.SpecialtiesAnnuities Term Life insurance Universal Life insurance Whole Life insurance Individual & Family Health insurance Dental insurance Vision insurance Disability income protection Long-Term Care insurance Medicare Supplement plans Employee Benefits 401Ks IRAs Mutual Funds