James J. Bufalo
Wealth Management Advisor|CLU®, ChFC®
Personal
Jim has been a resident of New York's Hudson Valley for his entire life and resides in Montgomery with his wife, Kathryn, and their two sons. He enjoys fly fishing, spending time outdoors and wine making.
Professional
Since 1985, I have been working with local professionals and business owners on the most effective ways to help accomplish their goals by providing insurance and investment solutions.
I began preparation for my career with a bachelor's degree in business administration from Pace University. I followed with attaining my Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. This additional training allows me the technical expertise my clients require.
By helping my clients, my business has grown to the highest level recognized in the insurance industry. Only 5% of the nation's agents qualify, as I have, for the Million Dollar Round Table. In addition, I have been cited for a National Quality Award which recognizes the satisfaction of my clients.
Associations and Memberships
- NAIFA
- Hudson Valley Estate Planning Council
- Million Dollar Round Table
Awards and Recognition
- Million Dollar Round Table Qualifying/Life Member - 1997-2022
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Investment Planning & Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
