Broker Check
James Dargusch, CAP®, CFRE®

James Dargusch, CAP®, CFRE®

Managing Partner of Philanthropic Division

James is an established talent in the financial services industry since 1992. He specializes in solving complicated issues surrounding estate, business succession and investment planning. For over 16 years, Jim’s belief in a “serve first” business philosophy is an attribute that has enabled him to develop solid long term relationships with his clients. Jim is a true client advocate utilizing a very unique approach to helping his clients reach their goals and objectives. Jim resides in Washington Township, New Jersey with his wife Tanya, daughter Katrina and son Jarrett.

Areas of Specialty

Jim had developed a very unique approach to planning through a very specialized area of Planned Giving. He has supported organization in the development and the support of Planned Giving Initiatives and has worked closely with donor bases in the education and exploration of a planned gift offering.

Education

Central Michigan University, B.A.A. Honors Program, Dean’s list

Contact

Northeast Planning Corporation, Philanthropic Division
Phone:  856.552.3660 ext. 2003    Fax:  856.552.3682

651 Route 73 North, Suite 401 Marlton, NJ 08053

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian