Jimmy has been in the financial services industry for twelve years. He went to school to become a teacher but decided to transfer those skills into the financial services space, helping people save for their future and prepare to retire.
Far from a one trick pony Jimmy and his team provide full-scope retirement planning that doesn’t stop at wealth management. From health to wealth, they are determined to walk their clients through every step of the process, putting client needs above all else. Jimmy builds customized financial plans for clients that focus on meeting their financial needs through all phases of life accumulation, preservation, and distribution.
Outside of the office, Jimmy enjoys spending time with his wife, Michelle, and their fur baby, Kooba. He stays active by going to the gym and being outdoors. He’s a devout Christian & member at Faith Baptist Church.
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Jimmy’s Credentials:
Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.
1019 Reviews
James Beyer is amazing to work with. He is extremely knowledgeable with Medicare and as a financial advisor. He is always available when I have a question, I don’t know what I would do without him, so blessed to have him in my life. ~ Nancy Heisler ~
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