James  Grennen

James Grennen

| MBA, CFP®, EA

Woodhull Capital Advisors, LLC

(631) 257-0807

Contact Me

Fee-Only Financial Planner located on Long Island (Bohemia, NY) and serving the entire region.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Visit Us

80 Orville Drive
Suite 100
Bohemia, NY 11716

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

James Grennen is a Long Island NY Fee Only Financial Planner serving the entire region. Woodhull Capital Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. James Grennen is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

I am a fee-only NAPFA registered Certified Financial Planner ™ and U.S. Treasury Enrolled Agent. I help clients organize and gain control over the many parts of their financial lives. This helps the client to focus on the important aspects of their personal lives both in the present and in the future. My planning places a strong emphasis on the simultaneous reduction of investment costs as well as taxes.

I work with individuals and families at all levels of income and wealth. I specialize in helping corporate executives, business owners, university faculty and healthcare professionals. If you would like to get better acquainted with how my particular areas of expertise might benefit you, please feel free to call me or you can immediately schedule a meeting or consultation with me at: https://calendly.com/woodhullcapitaladvisors

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Woodhull Capital Advisors, LLC is a Long Island, New York based financial planning and investment management firm. We are part of the Garrett Planning Network, a nationwide organization of over 300 fee-only registered investment advisors.

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Woodhull Capital Advisors, LLC is a Long Island, New York based financial planning and investment management firm. We are part of the Garrett Planning Network, a nationwide organization of over 300 fee-only registered investment advisors.

We choose to work with our clients on a fee-only basis.
A fee-only approach eliminates the conflicts of interest that may accompany commission-based product sales. We believe this allows for a more objective approach to financial planning.

Woodhull relies on business practices that are transparent, accountable and open. We do not sell financial products or accept commissions of any kind.

Our loyalty is to our clients.

You work hard for your money. We’ll work hard to protect it.

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