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Jim Halloran

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


Chartered Retirement Planning Counselor™


Bachelor of Science, Northern Arizona University

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Visit one of our Locations

Phoenix I - Phoenix

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Phoenix III - Chandler

3100 West Ray Road
Suite 334
Chandler, AZ 85226

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning