Jim Polucha, CFP® - Wilmington Advisors @ M&T

Services Offered

• Financial Planning
• Wealth Management
• Investment Guidance

About

Jim Polucha is a Certified Financial Planner (CFP®) based in Gambrills, Maryland, providing tailored financial planning solutions. He specializes in helping clients accumulate, protect, and distribute wealth through a structured process that begins with understanding their goals and expectations. Jim is dedicated to ongoing management and communication, ensuring that clients receive regular updates as their financial situations evolve. He is passionate about enhancing financial literacy among his clients, equipping them with the knowledge needed to achieve their long-term financial objectives.

Reviews

Location

Business Information