Jim

Halloran

CRPC™

picture of a planner

Here to act in your best interests

About me

I help everyday Americans achieve greater financial understanding by providing comprehensive retirement planning. I am proficient in evaluating client needs and providing comprehensive financial plans to help them achieve their financial goals. "Wealth is the ability to fully experience life." – Henry David Thoreau

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Science, Business Administration - Finance - Northern Arizona University

Visit one of our Locations

Phoenix II - Chandler

3100 West Ray Road

Suite 334

Chandler, AZ 85226

Phoenix I - Phoenix

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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