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Employee Details

G.James Blatt

G. James Blatt
Vice President - Business Development Officer
(585) 419-0670 x50624


Mr. Blatt has over forty years experience in the financial services industry. He lectures frequently on the subject of employee benefits cost analysis, and specializes in 401(k) plans. He is knowlegeable in the areas of investment, financial, and estate planning.


B.A. John Carroll University, Cleveland, OH
C.L.U. The American College, Bryn Mawr, PA


Estate Planning Council of Rochester
United Way Services Corporation Board of Directors and Finance Committee
Rochester Rotary Club
Rotary Reading Tutor at Roberto Clemente School #8, Rochester City School District
Salvation Army Rochester Area Services
Chair, Heritage Christian Services Foundation Board of Directors
Mary Cariola Children’s Center Board of Directors
Attorney Grievance Committee, Seventh Judicial District, Fourth Judicial Dept. of the State of NY
Past President, Rochester General Agents and Managers Association
Rochester Association of Financial Service Professionals
Al Sigl Center Charitable Gift Annuity Development Committee