James A. Hawryliak

James A. Hawryliak

Registered Representative

Phone: 585-330-6096
Fax: 585-388-8315

Jim Hawryliak affiliated with the firm as a Registered Representative in 2015. He has over 32 years of leadership and experience in the insurance, investments  and financial services field and is dedicated to helping his clients achieve their personal financial objectives. With a focus on investments, retirement strategies and financial guidance, he strives to understand his clients’ concerns and goals and to create solutions that are appropriate for each specific client situation. In his role, Jim is responsible for working to continualy develop the skills and product knowledge required to professionally support and serve their clients.

Jim graduated from Brigham Young University (BYU) in Salt lake City, Utah.  He earned the professional designation of Global Financial Steward (GFS) which is the first leadership and stewardship designation developed for the financial services industry. A licensed life and health insurance agent, he is also a FINRA Registered Representative with Signator Investors, Inc. and holds Series 6 and Series 63 securities registrations.

His core business includes:

·        Life Insurance

·        RetirementStrategies / Pension Consulting

·        Wealth Accumulation Strategies / Investment Strategies

·        Estate Plans

·        Business Continuation Strategies

He resides in Naples, FL