Jim Collins - Financial Advisor - CFP

Plainville, Connecticut

5.0 (15 reviews)
Call (475) 477-7049 Visit website →

About

Jim Collins is a Certified Financial Planner and Vice President at Ion Bank with over 18 years of experience, holding Series 7 and 65 registrations along with Life and Health insurance licenses. He offers financial planning and investment management services, with particular focus on retirement planning and risk management, and operates as a fiduciary. Collins works through Ion Investments' five-step planning process that begins with a complimentary financial plan and moves to customized asset management. Based in Plainville, Connecticut, he serves families seeking to build wealth strategies, plan for retirement, and establish legacies.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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