With over 20 years of experience in the Financial Services Industry, Jim Mirabito specializes in 401(k) and business retirement plans. In addition, his expertise offers a diverse range of financial services including IRA rollovers and retirement income strategies. He prides himself on working collaboratively with CPAs and attorneys to develop strategic tax and estate plans for clients.
Jim received his undergraduate degree from Syracuse University, a Master’s from RIT, and a MBA from SUNY Binghamton. Jim is a Financial Industry Regulatory Authority (FINRA) General Securities Rep (Series 7), State Securities Agent (Series 63), and a Registered Investment Advisor Representative (Series 65). Jim and his wife of 27 years, live in Apalachin N.Y. Outside the office Jim is an accomplished musician and enjoys boating with his family and two Great Danes.
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