Also known as: JimSpeir
I have over 9 years experience assisting individuals and families with the unique financial challenges and issues they face in retirement and when planning their estate. In addition, I offer clients independent full brokerage for insurance, asset protection for individuals and business owners in regard to long- term care and income planning. I have a tremendous responsibilty to my clients to be sure that their goals are understood, that we work together to develop a plan and we access the resources neccesary to implement and sustain the plan. That requires me to stay current from a legal, insurance/financial aspect and maintain relationships with professionals that can also help my clients. Specialties Wealth Preservation, Income Planning, Long Term Care Insurance, Life, Disability, P&C, Health Insurance. Insurance License in Michigan, Arizona, Illinois,Minnesota & Tennessee. Social Work License in Michigan. Completed coursework at Oakland University and received a Personal Financial Planning Certificate.
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What is James Speir's address?
James Speir's address is ***** Rebel Run, Pineville, LA.
What is James Speir's age?
James Speir's age is 55.
What is James Speir's phone number?
James Speir's phone number is (318) 481-****.
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What is James Speir's famous for?
Brewery in Dunedin. You can find more here.
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