James T. Crosby, Jr.

Financial Professional

As a financial professional in our Wellesley office, James Crosby is ready to work with you and your family to help you prepare for a strong and secure financial future. 

As a member of Highland Financial Group, James collaborates with a dedicated team of financial professionals that specialize in several areas of expertise to offer highly customized guidance and strategies for his clients.

James’ thoughtful and disciplined approach helps his clients to make well-informed decisions as they work together to build a plan towards financial freedom and peace of mind. James’ passion is to educate his clients throughout the planning process every step of the way through commitment and purpose to assist them in reaching their financial goals.

James holds a Bachelor of Science degree in Business Manangement from Bridgewater State University where he graduated with departmental honors. He holds the FINRA Series 7 license as well as insurance licenses in multiple states.   

In his free time, James enjoys hunting, fishing, and going to the movies.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Highland Financial Group – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 781.237.8211
Fax 781.890.3041