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 Chairman of the Board for 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 M. Hudson, Chief of Staff and Vice President of Marketing

Jenna joined Craig James Financial in 2009. She holds licenses in Life, Health, and Accident insurance. She also is a Series 7 and Series 63 Registered Sales Assistant. She is the Vice President of Marketing and Chief of Staff here at Craig James Financial Services.

At Craig James Financial Services, she available to assist you with all inquiries and account related questions. When you have a question or concern, she finds an answer or solution!

Since she is securities licensed, she is available to make any requested trades that come into the office and execute any other account transactions clients may request.

In addition to providing you with superior service, she is also responsible for all of Craig James Financial’ s marketing. She coordinates all of our educational workshops and client appreciation events, researches and writes our exclusive and confidential educational reports, manages our social media accounts, and is the link to the media for all interview and press releases the flow in and out of the office.

She is responsible for ensuring that we are communicating with our clients on a regular basis. As a client, you are guaranteed to hear from her!

Jenna graduated summa cum laude from Fordham University in 2009, with a double major in French Studies and International Political Economy. She is a native and current resident of Sayville, NY she lives with her husband and growing family.

Megan Muccio - Melville Financial AdvisorMegan D. Muccio, CPA, Vice President of Investment and Accounting Services

Megan joined Craig James Financial Services in 2018 as a CPA advisor and an investment professional, with a focus on client tax preparation services, growing advisory services and expanding our company’s ability to provide clients with overall comprehensive financial advice. In addition to a CPA, she is a Series 7 and Series 63 Registered Representative and a Series 65 Investment Advisor Representative. She is a Certified Financial Fiduciary® and has obtained her Life, Accident, and Health Insurance license. Megan is also working to become a Certified Wealth Strategist ®.

Megan started her career in public accounting at Mazars as an audit and tax associate, with a focus on the manufacturing and distribution industries. Prior to graduating college, she also volunteered for the IRS Volunteer Income Tax Assistance Program in Ithaca, NY to help low-to-moderate-income clients prepare their personal tax returns. While at Mazars, she worked on private clients, providing well-rounded services in audit and review work, tax preparation and bookkeeping services for select clients. She then transitioned into the Internal Audit group at Henry Schein where she focused on financial audit and internal control testing of the company and their subsidiaries. Megan received the Certified Internal Auditor designation while working at Henry Schein. She has worked independently as a tax preparer throughout her professional work years.

Megan graduated summa cum laude from Ithaca College in 2011 with a double major in Accounting and Business Administration with a concentration in Finance and a minor in mathematics.

She was born and raised in Wantagh, NY and currently lives in Commack, NY with her husband.

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