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Your Partner in Success.

James Hanlon CPA, offers a comprehensive array of tax services and also offers financial services and investment advisory services through Cetera Financial Specialists LLC, and Cetera Investment Advisers LLC. We specialize in, but not limited to: income taxes, business services, investments, advisory services, retirement plans, retirement planning, education planning, estate planning & administration, annuities, life insurance, health insurance and mortgages (mortgage services are offered solely through James Hanlon CPA and not through Cetera Financial Specialists LLC Corp or Cetera Investment Advisers LLC Corp). My home office is located in Basking Ridge, NJ.

At the firm of James Hanlon CPA financial services is a process, not a product. As your financial advisor, I offer ongoing communication and personal service to guide your success in developing a plan to focus on and help meet your lifetime goals and developing a disciplined approach to pursuing your goals and dreams- while maintaining healthy stewardship along the way. Together, we can evaluate, plan and work toward your personal plans for success - financial independence, family, college, retirement, lifestyle, health, goals and ambitions.

James Hanlon is a Registered Representative with Cetera Financial Specialists LLC. I provide sound Financial Services through long-term relationship building, communication, diligence and the effective coordination of a diverse complement of services.