Jim Holroyd, CFP(R)
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EmailYour 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.
More Business Info
- Hours
- Regular Hours
M-F 9am-5pm, Sa-Su Closed (Evening and weekend appointments available upon request.)
- Services/Products
- Business Planning and Business Valuations Estate Planning Insurance and annuity products Investment Strategies Retirement Planning
- Other Link
- Categories
- Financial Planners, Insurance