Jim Holroyd, CFP(R)

CONNECT

Address:

1916 130th St Ct S
Tacoma, WA 98444

Phone:

253-921-5754

Our Qualifications

We have been working with individuals and businesses in the area for several years.

Each of our financial representatives has extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients.  We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our commitment to provide clear, easily understood explanations of financial products and services.  The personalized program that we work with you to develop can help you work towards a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

Jim is a CERTIFIED FINANCIAL PLANNER™ professional.

Jim is a licensed insurance agent with Principal Life & a Principal Securities Registered Representative.

Jim has been active in the financial services industry since 1989.

 

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