Jim Haack, Financial Advisor located in San Luis Obispo, CA

Financial Advisor
Jim Haack

1347 Monterey Street, San Luis Obispo, CA 93401opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

Personal Interests

  • Golfing
  • Cycling
  • Woodworking
  • Bird Watching

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(805) 543-1733

Fax

(877) 774-9864

Office Address

1347 Monterey Street
San Luis Obispo, CA 93401opens in a new window

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