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James J. Hoogasian, MBA
Financial Planner One West Boylston Street, Suite 101
Phone: (508)890-6261 JAMES J. HOOGASIAN, MBA More than 17 years experience in assisting corporate executives, business owners and medical professionals attain their maximum financial potential.
With over seventeen years in financial services, I have perfected my skills as a trusted expert advisor, guiding my clients toward long-term financial success. My practice is dedicated to assisting physicians, health care professionals, corporate executives and business owners attain their maximum financial potential. I have a reputation for building long-lasting and trusted relationships with clients. I help them understand how money works and empower them to make sound financial decisions. In addition to developing customized financial strategies, my team and I monitor and manage these strategies to help our clients achieve lifelong financial success. I previously worked at The Medical Center of Central Mass (now known as UMass Memorial Medical Center) as Vice President for Cancer Services and Research Administration. As a well-known scientist and health care administrator, my background provides me with strong analytical, technical and problem solving skills that bring a disciplined component to my practice. My wife and I live in Shrewsbury and Sandwich, MA. We are the proud parents of two married daughters and one beautiful granddaughter. MEMBERSHIPS AND · Auburn VNA Health Network—Board of Directors · The Worcester Economic Club · Town Meeting Member, Shrewsbury, MA · Worcester County Sheriff’s Association · Worcester Estate and Business Planning Council · Quinsigamond Community College Foundation, Director and Treasurer · Quinsigamond Community College, Business Advisory Group · Pernet Family Health Services - Board of Directors (former) · Hope Lodge Board of Directors - Worcester (former)
EDUCATION & · Anna Maria College - MBA · Anna Maria College - MA Biology · Clark University - BA Biology · Series 6, 7, 63, 65 and Life, Accident and Health Insurance Licensed
James J. Hoogasian is a Registered Representative and Financial Advisor of New England Securities. Securities products and investment advisory services offered through New England Securities a broker dealer (member FINRA/SIPC) and registered investment advisor. Baystate Financial Services is a separate entity from New England Securities. Branch Office: Baystate Financial Services 200 Clarendon Street, 19th Floor, Boston, MA 02116
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About Us
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One West Boylston Street, Suite 101 Phone: (508) 890-6200 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.