portrait of Jim Folmar
FINANCIAL ADVISOR

Jim Folmar

CFP®, CLU®, AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Certifications

  • CFP®

    Certified Financial Planner™

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

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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

Fax

(888) 442-8029

Branch Team

  • Trish Havens
    Sr. Branch Office Administrator

Office Address

195 Elmer Street
Princeton, WV 24740opens in a new window

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