Jim
Halloran
CRPC™
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.
