In business since 1975

General Info

Jim entered the financial planning business in 1975 and became independent in 1986. He and his wife Barb have been married for 35 years and have lived in Martinsville for 32 of those years. His primary focus is to help people make the best decision regarding their financial future and develop strategies for a successful retirement.We offer Financial Planning, IRA Accounts and Mutual Funds

HoursOPEN NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm

Contact Info

Phone:

Main - 765-342-8686

ExtraTollFree - 800-875-7647

Address:

672 Birk Rd Martinsville, IN 46151

Email:

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Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Insurance, Life Insurance, Mutual Funds, Retirement Planning Services, Taxes-Consultants & Representatives

Payment Options

cash, check