Financial Consulting Tacoma

Jim Holroyd, CFP(R)

Financial Consulting Tacoma
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Place
Tacoma, WA  
Landline
(253) 921-5754
E-Mail
Holroyd.jim@principal.com
Website
www.jimholroyd.com

Description

Your Financial Advisor - Jim Holroyd, is a Certified Financial Planner™ professional and licensed insurance agent with Principal Life & a Principal Securities Registered Representative. Jim has been active in the financial services industry since 1989. Jim can help you execute a financial strategy utilizing the following products and services: Investment strategies, Insurance and annuity products, Retirement planning, Estate planning, Complimentary Informal Business Valuations, Complimentary Buy-Sell Reviews and Complimentary Personal Financial Reviews.

Keywords Certified Financial Planner, Financial Advisor, Insurance Agent.

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Opening hours

Evening and weekend appointments available upon request.

Categories

Financial Consulting
(253)921-5754 (253)-921-5754 +12539215754