James Collins, CFP®
VP, Ion Bank
Financial Advisor, Osaic Institutions
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James Collins, CFP®
Get to know James in a two-minute introduction.
Helping families build, protect, and pass on their wealth.
James Collins, FVP, Ion Bank and Osaic Institutions Financial Advisor, is a Certified Financial Planner with over 20 years of experience. As a CFP, Jim acts as a fiduciary in helping families construct robust wealth-building strategies, ensuring a comfortable retirement, and creating a legacy for their loved ones.
Jim earned his bachelor's degree in finance from the University of Connecticut and currently holds his Series 7 and 65 registrations and Life and Health insurance licenses.
Plainville & the surrounding towns.
Not nearby? James also meets by phone or video — wherever life takes you.
Ready when you are. Here’s how it works.
Book online or request a call — whichever is easier.
With James in a branch, by phone, or over video.
A clear path forward — free, and no obligation.