Jim Boltz, Financial Advisor located in Manassas, VA

Financial Advisor
Jim Boltz

CEPA®, AAMS®
9408 Grant Ave Suite 303, Manassas, VA 20110opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Traveling
  • Hiking
  • Fishing
  • Gardening

Team Members

  • LuAnn Hiner
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(703) 257-6077

Fax

(855) 379-9909

Office Address

9408 Grant Ave Suite 303
Manassas, VA 20110opens in a new window

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