James P. Trueman was born in Philadelphia PA and grew up in the South Jersey area. He went to Rutgers University and graduated from the College for Financial planning. He started his career in Insurance in 1978. He moved to Buffalo NY as an executive and General Manager for a major Insurance Co. During this time he began to add to his investment business. Then moved on to another insurance company. In 2005 he decided to leave management and go as
an independent advisor. He was the youngest Eagle Scout in his troop and has served as Past president of the Buffalo General Agents and the Western New York Financial Planning Associations. He completed his career path with Bedrock Investment Advisors offering independence and lower cost Investment Management solutions.