About Craig James Financial:
Your Financial Services Professional in Long Island

Your Vision is our Mission

Retirement Planning in Melville NYAs an independent financial services firm, Craig James Financial Services will never pressure you to acquire proprietary products or take unnecessary financial risks. We offer a variety of investment choices, products and services from a wide range of providers. We help you develop strategies and choose financial products and services that will help enable you to achieve your financial and retirement goals. With our deep industry knowledge, extensive resources, comprehensive wealth management services and established investment strategies, we will put you on a sound financial path and help keep you moving forward through every stage of your wealth management journey.

A Message from Craig J. Ferrantino, Certified Financial Fiduciary®
Founder, Principal, and Financial Services Professional

At Craig James Financial Services, LLC we are committed to working individually with each and every client to design a comprehensive financial plan that covers all aspects of pre-retirement, retirement, estate management and legacy planning.

Our aim is to become your investment professional for life. We take the time to get to know you and understand your goals, desires, and risk tolerance. We will create an integrated financial plan tailored to your specific circumstances. We will help you learn investment strategies and acquire the right financial tools to achieve your long-term goals. We will implement sound wealth preservation and tax mitigation strategies and actively care about your investments. We will help you make decisions to help ensure the comfortable secure retirement you have earned.

We will serve you with integrity, honesty, reliability and care. It is our honor to be your trusted financial services professional for life.

Sincerely,
Craig J. Ferrantino, Founder

Our Staff

Craig Ferrantino - Financial Advisor in Long IslandCraig J. Ferrantino, Founder and Principal
Certified Financial Fiduciary®

Craig J. Ferrantino, Certified Financial Fiduciary® & CWS® is the founder and president of Craig James Financial Services, LLC, a small boutique financial planning firm located in Melville, NY. He has more than 32 years of experience in the financial services industry. Craig provides a weekly economic and market update every Monday morning at 7:40 AM on the radio show "LI in the AM" on station 103.9 FM. Craig started his career on Wall Street at JP Morgan Private Banking Group in New York City where he assisted high net-worth clients manage their assets. During his years at JP Morgan Chase, he also worked in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. Over the years Craig moved into the investment side of the business, starting with Smith Barney and then to A.G. Edwards, concurrently moving from the city to the east end of Long Island. There he gained extensive experience and deepened his knowledge about financial planning for individuals and small businesses.

Seeing a need in providing truly independent, objective, financial advice to his clients, Craig founded Craig James Financial Services, LLC in 2007. Craig James Financial Services, LLC is a Long Island-based investment and financial planning firm that specializes in financial planning and wealth management for pre-retirees, retirees, seniors and small businesses. Craig saw the need for a truly comprehensive practice where individuals can not only seek financial and retirement advice, but also review and complete taxes and handle estate planning issues with an in-house elder law and estate planning attorney as well as a CPA on staff. He wants to earn your trust, and then work diligently with you to keep your trust for years to come.

Craig holds a Master's degree in International Affairs from Columbia University and a Bachelor's degree in International Administration from New England College. Craig has passed three Principal/Supervisory Exams (Series 24, 30, 51), two General Industry/Product Exams (Series 7 and Series 31) and two State Securities License Exams (Series 63 and 65). Craig is a well-known speaker on issues relating to investing, retirement planning, financial strategies and wealth management. At present, Craig is the President of the Financial Planning Association of Long Island, a 350+ member organization of financial professionals. Craig holds the industry designations of a Certified Wealth Strategist® and a Certified Financial Fiduciary®.

Craig lives with his wife and their three children in Quogue, NY. Outside of the office, Craig puts his certification as an Advanced Emergency Medical Technician to use and volunteers with the Southampton Volunteer Ambulance. Craig is looked upon by the media and other organizations as a reliable and trustworthy source for financial and retirement knowledge, leading to his role as the New York Chapter Director the American Financial Education Alliance and The Foundation for Personal Financial Education. Both of these organizations seek to educate members of the community on different aspects of financial and retirement planning.

Jenna Duryee - Melville Financial AdvisorJenna Hudson, Vice President Marketing, Registered Representative

Jenna M. Hudson is the co-host of one of Long Island's premiere retirement radio shows "It's All About Retirement." She provides insight about retirement planning and steps that can be put into action to make sure one is on the path for a secure retirement. Jenna holds licenses in Life, Health, and Accident insurance. She also is a Series 7 and Series 63 Registered Sales Assistant. Jenna is currently in the process of obtaining her CFP designation.

Jenna joined Craig James Financial Services in 2009 and is the Vice President of Marketing. She assists with senior level high net worth client inquiries and account related operations. She provides market research and is the co-author of our educational retirement and financial reports. Jenna is our link to the media, sending press releases, scheduling interviews, and coordinating press time. She plans all client appreciation events and educational workshops Craig James Financial provides to local companies. Jenna also works with our web-designer to optimize our web page and social media.

While studying abroad in Paris, Jenna coordinated events for international Fortune 500 companies at the American Chamber of Commerce. Jenna graduated summa cum laude from Fordham University in 2009, with a double major in French Studies and International Political Economy. While in college, she was awarded membership in Phi Beta Kappa, Phi Kappa Phi, and Alpha Sigma Nu in recognition of her outstanding scholarship, service to the community, and commitment to Jesuit ideals. She is a native of Sayville, Long Island and has now purchased a home in Idle Hour, NY.

Active in community and non-profit organizations, Jenna is a mentor for the Bronx CitySquash program and assists the Long Island Chapter for The Foundation for Personal Financial Education, a 501(c)3 organization that offers financial education workshops. Her favorite place to be is at the beach, she loves biking with her husband through Heckscher State Park and cooking with her family for Sunday dinners.

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