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      General Info
      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.
      Hours
      Regular HoursM-F 9am-5pm, Sa-Su Closed (Evening and weekend appointments available upon request.)
      Categories
      Financial Planners, Insurance
      Services/Products
      Business Planning and Business Valuations Estate Planning Insurance and annuity products Investment Strategies Retirement Planning
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.