Jim Lambert, Medicare Insurance Broker
Jim Lambert
First Choice Consulting - Independent Broker
Medicare Broker Licensed in CT, FL, MD, ME, NY and TX
Contact Details
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Location
Trumbull, CT
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Phone
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Website
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About Me
Jim Lambert started his company, First Choice Consulting, in 2001 so that his clients could make retirement enjoyable. Many of his clients already had an advisor, but they did not understand how to turn their 401k's, 403b's, stocks, and bonds into income that would last a lifetime - without being eroded by taxes.
Over the years, Jim has helped clients achieve tax-free retirement. He became an expert on Medicare and reducing stress for clients in retirement. Jim created legacies for families and charities, taught clients how to pay for college efficiently, explained when to start Social Security payments, showed clients where their retirement money would come from, and assisted them in reducing market risk.
My Google Reviews
2 Total Reviews (5.0 )
May 30, 2025
Jim is knowledgeable and professional. He is also very patient - which I particularly appreciate. He does his research thoroughly in order to come up with the best plans for each client. To get such personalized service these days is a rarity and all the more appreciated.
February 14, 2025
Jim is an excellent insurance agent. First he helped me find the right insurance coverage for my elderly mother's changing needs. Then he helped me find the right Medicare supplemental plan when I turned 65. I can't recommend or thank him enough!