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6. Jim Holroyd, CFP(R)

Jim Holroyd, CFP(R)

Jim Holroyd, CFP(R) Business Information

Name:

Jim Holroyd, CFP(R)

Address:

City:

Tacoma

State:

Washington, US

Telephone:

(253) 921-5754

Fax:

n/a

Website URL:

http://www.jimholroyd.com/

Facebook:

n/a

Twitter:

n/a

Categories:

Financial Advisory Services
Insurance

Hours:

M-F 9am-5pm, Sa-Su Closed (Evening and weekend appointments available upon request.)

Services:

n/a

Products:

Business Planning and Business Valuations, Estate Planning, Insurance and annuity products, Investment Strategies, Retirement Planning

Brands:

n/a

Coordinates:

47.244542, -122.442563

Accepted Payment:

Contact:

[email protected]

About Jim Holroyd, CFP(R)

Your Financial Advisor - Jim Holroyd, is a Certified Financial Plannerâ„¢ 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.

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