James R. Connors
Executive Vice President 
Boston Partners Financial Group, LLC
301 Edgewater Place, Suite 116
Wakefield, MA 01880
Phone: (978) 689 - 6995
jconnors@bostonpartnersllc.com
www.jamesrconnors.com

 

Since 1985, James R. Connors,  has dedicated his career to providing sound financial advice and exceptional service to his clients. Jim's degree of experience, passion for his business, and genuine interest in the well-being of his clients have been the trademark of his career.

As an Executive Vice President of Boston Partners Financial Group, Jim can offer a variety of insurance and investment products through a range of independent companies.  Jim's focus is in the areas of investment planning, retirement planning, long term care planning, and professional money management.

What  makes Jim different?  Maybe it's his personalized approach to helping you build, maintain, and protect your assets.   Or his relationship with some of the most respected financial services companies in the marketplace.  The truth is, it's all of these--backed by his commitment to maintain a strong ongoing relationship with his clients who have learned that they can depend on him when they need him most.

eMoney VideoAs a graduate of Florida State University, Jim has been honored for his professionalism with many awards, including his qualification as a member of the Million Dollar Round Table. As published in Boston Magazine, Jim was recognized as one of Boston's Five Star Wealth Managers for 2015, 2016, 2017, 2018 and 2019.

Jim is glad to provide a one-hour consultation for all prospective clients.  This is an opportunity to meet Jim and discuss your goals and objectives to determine where Jim can be most helpful.  

For more on how Jim can help you acheive your financial goals, feel free to contact him today.

AWARD DISCLOSURES:

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC (dba Five Star Professional). It includes less than [insert percentage] of [insert number] wealth managers in the [insert city] area in [insert year]. Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credential professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) Non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served; (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.

The Five Star award is not indicative of the wealth managers' future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of the wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, however, award winners may purchase additional profile ad space or promotional products. Five Star Professional is not an advisory firm.