

Financial Advisor
Jim Folmar
CFP®, CLU®, AAMS®
195 Elmer Street, Princeton, WV 24740opens in a new windowFocus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Intergenerational Planning
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CLU®
Chartered Life Underwriter®AAMS®
Accredited Asset Management Specialist™
Team Members
Trish HavensSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| 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
(304) 487-3462Fax
(888) 442-8029Office Address
195 Elmer StreetPrinceton, WV 24740opens in a new window
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