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Details

General Info

Jim is an experienced Financial Planner, Investment Advisor Representative and Financial Services Representative who has made it his goal to provide individuals, families and business owners with assistance in building their financial freedom. Jim has a Bachelor of Science degree in Accounting and Economics from the University of Nebraska and brings his training and knowledge to his clients as he seeks to help them reach their goals and objectives.

Hours
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Contact Info

Phone:

Main - 916-797-7303

Address:
3017 Douglas Blvd Ste 300 Roseville, CA 95661

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Category
Banks
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