Senior Vice President - Financial Planning
Windsor (Appointment Only)
About Financial Advisor
Jim Furlong has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.
- Joined Financial Engines in 2005. Began his career in the financial services industry in 1980.
- Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA.
- Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team.
- Hometown is Bay Shore, N.Y.
- Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.
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