portrait of Jim Fendrick
FINANCIAL ADVISOR

Jim Fendrick

18501 Murdock Cir Ste 400 Port Charlotte, FL 33948 opens in a new window
Call Send Me a Message

Focus Areas

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

Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Fishing
  • Art Museums

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 05:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(855) 898-3153

Branch Team

  • Kim Milleson
    Branch Office Administrator

Office Address

18501 Murdock Cir Ste 400
Port Charlotte, FL 33948opens in a new window

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