Welcome.

James J. Varaklis & Company is an independent financial services and insurance consulting firm. As an independent firm, we offer objective solutions that never involve the sale of any proprietary products. Our clients include small and mid-sized businesses, high net worth individuals, their families and associated business interests.

We are unique in our personal approach and in the collaborative relationship that we form with each of our clients. Together with our clients we establish individual priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to achieve desired results.

Our mission is to help our clients realize their financial goals while minimizing their exposure to unnecessary risk. We focus on building portfolios to help meet their needs while emphasizing consistent returns.

We also invest in state-of-the-art technology to help our clients monitor their entire financial picture in one place.  Track your investment accounts, 401(k), real estate, life insurance policies, collectibles and more, all with the most advanced and secure technology available in the financial services industry.  To watch a video demo, please click here.

We welcome the opportunity to introduce our unique formula for fiscal stability into your financial future. Toward that end, we invite you to call us or stop by our offices at any time. This link will direct you to our Lebanon, New Jersey location.

We look forward to meeting you.

Sincerely,
James J. Varaklis