Jim Holroyd, CFP(R)

CONNECT

Address:

1916 130th St Ct S
Tacoma, WA 98444

Phone:

253-921-5754

Our Services

While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We 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
  • Complimentary Personal Financial Reviews


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