James Salerno

James Salerno

Trivium Point Advisory
565 Taxter Road, Suite 625 Elmsford, NY 10523
Financial Services Professional
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About 

James Salerno

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Licenses

Chartered Financial Consultant (ChFC)

Education

About 

Trivium Point Advisory

With a combined 25+ years in the personal finance industry, we have seen a lot.

Both from entrepreneurial families, we know firsthand what it is like to build a business from the ground up and all of the hard work, dedication, and grit that goes into. Most importantly, we have witnessed the financial responsibility that is crucial to making a business succeed.

The challenge we’ve found for the average business owner is lack of execution. This is why Trivium Point Advisory was created.

FIRM SEC/CRD #

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

Methods of Compensation

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Disclaimer

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


I am licensed to sell Insurance Products in the following jurisdictions:
Connecticut, Florida, Massachusetts, New Jersey, New York

James Salerno ChFC®, RICP®, AIF®, Elmsford, NY

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.