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      Details

      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

      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
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.