Since 1985, I have been working with local professionals and business owners on the most effective ways to help accomplish their goals by providing insurance and investment solutions.

I began preparation for my career with a bachelor's degree in business administration from Pace University. I followed with attaining my Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. This additional training allows me the technical expertise my clients require.

By helping my clients, my business has grown to the highest level recognized in the insurance industry. Only 5% of the nation's agents qualify, as I have, for the Million Dollar Round Table. In addition, I have been cited for a National Quality Award which recognizes the satisfaction of my clients.

Associations and Memberships


Hudson Valley Estate Planning Council


Million Dollar Round Table



Physicians Nationwide

James Bufalo is a member and current President of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Awards and Recognition

Million Dollar Round Table Qualifying/Life Member   1997-2022
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Physicians Nationwide

James J. Bufalo, CLU®, ChFC®
Wealth Management Advisor

Physicians Nationwide


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