91ÂÛ̳

Jim

Halloran

°ä¸é±Ê°äâ„¢

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 Counselorâ„¢

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 latest insights from our experts