James F. Barletta CLU

James F. Barletta CLU

Chartered Financial Consultant

Phone: 585-377-4720
Fax: 585-388-0192
 

My career with Security Mutual Life began in 1965 after several years with the Prudential as an agent and in management.

For 30 years I was involved as a moderator for the Life Insurance Training council conducting classes in Personal and Business applications of Life Insurance products.  During that time I also conducted classes for the American College for the Financial Planning course of study.

I have been privileged to have formed close relationships with many business and professional people and to have played a part in their business and financial planning.  This planning activiy has been carried over to many individuals who I have worked with in their personal planning. 

The approach of putting the clients needs and wants first has resulted in many of these relationships having lasted 20-30 years.