Jim Holroyd, CFP(R)

CONNECT

Address:

1916 130th St Ct S
Tacoma, WA 98444

Phone:

253-921-5754

Our Mission Statement

We are committed to maintaining a high standard of integrity and professionalism in our relationship with you, our client.  We endeavor to know and understand your financial situation and provide you with information, services, and products to help you reach your goals. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck