Jim Perry, Financial Advisor located in Cape Coral, FL

Financial Advisor
Jim Perry

CFP®
234 Del Prado Blvd N #6b, Cape Coral, FL 33909opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Reading
  • Personal Fitness
  • Music
  • Woodworking

Team Members

  • Leslie Schlotfeld
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(239) 573-9544

Fax

(877) 222-3696

Office Address

234 Del Prado Blvd N #6b
Cape Coral, FL 33909opens in a new window

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