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James
J. Varaklis & Company is an independent financial
services and insurance consulting firm. Our clients
include small and mid-sized businesses, high net worth
individuals, their families and associated business
interests. Based in Lebanon, New Jersey we predominantly
work with clients in the New York Tri-State area,
but can represent clients throughout the United States.
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 begin by helping our clients identify and prioritize
their financial needs. Working together, we map out
goals, develop an appropriate plan and implement a
customized, tax-efficient investment strategy to achieve
the desired results.
Our
employee benefit consulting division completes the
equation by ensuring that benefits offered in the
workplace compliment, fortify, and maximize both employer
and employee expectations.
Businesses
are built on relationships, and we are extremely proud
of the special bond that we have with our clients.
It is very difficult to articulate how special that
relationship is, or how we have come together, but
we firmly believe that good people do business with
good people.
As
advanced as our technology may be, and as efficient
as we may have structured our respective businesses,
we still believe that a meeting and a handshake represent
a commitment that encompasses and defines character,
morality, and ultimately defines and solidifies a
very special relationship.
We
welcome you to our site, and would encourage you to
browse through our pages. As much as our website will
give an initial impression, we would like nothing
more than for you to actually stop by our office and
meet us in person. This
link will direct you to our Lebanon, New Jersey location.
Good
people do business with good people, and we welcome
the opportunity to work together and to forge that
special relationship that is difficult to articulate,
but exists nonetheless.
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