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Jamshid “Jim” Hoorfar, Ph.D., CLU®, ChFC®, CLTC 

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Guiding Your Financial Future

I take time to get to know you; understanding who you are, and what your needs are today and tomorrow. But it doesn't stop there. I am dedicated to providing fee-based financial planning services that are based on the highest ethical standards

I seek to offer exceptional service, thoughful analysis and dependable guidance, using an approach that's time-tested. My services include:

  • Annuities

  • College Planning

  • Employee Benefits

  • Financial Planning

  • Life Insurance

  • Long Term Care Insurance

  • Mutual Funds & Investments

  • 401(k) Services

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