About
Your 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.
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Frequently Asked Questions
Which days is Jim Holroyd, CFP(R) open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Jim Holroyd, CFP(R) main products?
Investment Strategies, Insurance and annuity products, Retirement Planning, Estate Planning, Business Planning and Business Valuations.
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