Jim Holroyd, CFP(R)

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

Location

Tacoma , WA 98444 United States
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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.

Photos

Jim Holroyd, CFP(R)

Reviews

Jim Holroyd, CFP(R) 253-921-5754 $
Jim Holroyd, CFP(R)

Business Details

Company name
Jim Holroyd, CFP(R)
Category
Financial Services
Rating
Not Rated
Email
Holroyd.jim@principal.com
Tags
certified financial planner,  financial advisor,  insurance agent

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Jim Holroyd, CFP(R)

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