James E. Gagne

James E. Gagne

Retirement Plan Specialist

Jim joined Highland Financial Group in 2010 and has over 40 years of experience working with employer sponsored qualified retirement plans. Before joining the firm, Jim held positions in client relationship management, consulting and leadership with some of the industry's leading providers of retirement plan services.

Jim offers a full range of services to help clients create, implement and manage their qualified retirement plans. He works with business owners to help them establish retirement plans designed to meet their specific business and employee benefit objectives; secure high-quality and cost-effective record-keeping, administration and plan investment services; evaluate, select and monitor plan investment options, meet ERISA fiduciary responsibilities and compliance requirements; and to help employees understand and appreciate the plans their employers provide.

Jim and Highland's retirement plan team offer services for 401(k), profit sharing and defined benefit/cash balance pension plans, 403(b) and 457 plans and SIMPLE & SEP IRAs.

Jim earned a Bachelor of Arts in Business Administration & Mathematics from Colby College.  He lives in Georgetown, MA with his wife and two daughters.


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Highland Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 781-237-8384
Fax 781-890-3041
Mobile Phone 978-857-8598