James Riesselman

James Riesselman

Agent
 

 

James “Jim” Riesselman is a licensed agent with New York Life Insurance Company.  He has a B.S. degree in Business Administration and a degree from the Graduate School of Banking.  Through extensive business experience while working and representing well known financial companies such as CIT Group Inc., Security Pacific National Bank, GE Capital, HSBC Bank, Citigroup, and Knights of Columbus insurance, he has accomplished plenty. He has earned prestigious awards and helped clients benefit from his tailored consultative and analytical skills. His primary focus is helping individuals and small business owners with custom tailored income, asset protection needs, retirement planning, and business succession plan strategies.

Founded in 1927, Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals. If an agent is an MDRT member, they are in the top 10% of their industry worldwide. With it, there is a higher level of ethics to uphold which is monitored by the association.  Jim was granted membership in 2020 despite a challenging COVID-19 environment.

Jim offers the best in class confidential consultative guidance, due diligence, needs analysis, problem solving, and providing solutions to fulfill the needs and goals of his clients.  He has had proven years of professional career success in the fields of banking, financial services, life insurance, investments, leadership assignments (including involvement in the community), his faith, and fraternal organizations.

Jim thrives for excellence and to apply his six sigma certification skills to put clients’ needs first and establish mutual respect and trust with them.  He works hand in hand with clients to develop a plan of action that will provide a road map to successfully fulfil financial protection, advance planning goals of the client, and provide peace of mind and security for the future.  He is committed to his clients and extends critical quality values. He is the best in class at using methodologies while providing a consultative personal touch of guidance, trust, and confidence. This raises the bar and differentiates him from other financial professionals.

Sincerely,

Jorge E. Orozco & James “Jim” Riesselman

 
 

 

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