James E. Gagne

James E. Gagne

Retirement Plan Specialist

Jim joined Highland Financial Group in 2010 and concentrates on working with employer sponsored qualified retirement plans for the firm. He has over 30 years of experience working with employer sponsored plans. Before coming to Highland Financial Group, Jim held positions in institutional relationship management, plan consulting and leadership with some of the financial services industry’s leading providers of retirement plan services.

Jim offers a full range of support services to help business clients create, implement and manage their qualified retirement plans. He focuses on choosing and designing plans to meet specific business objectives; selecting and managing service partners to help provide necessary record-keeping, administration and plan investments; helping employers meet ERISA fiduciary and other compliance requirements; and helping employees to understand, utilize and appreciate the plans their employers provide.

Jim earned a Bachelor of Arts in Business Administration and Mathematics from Colby College in Waterville, ME. He also holds the designation of Certified Employee Benefits Specialist from the International Foundation of Employee Benefit Plans, and is a member of the New England Employee Benefits Council.

Jim lives in Georgetown, MA with his wife and two daughters.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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 781-890-2958
Fax 781-890-3041
Mobile Phone 978-857-8598