Jim Roland, Financial Advisor

FINANCIAL ADVISOR
Jim Roland

ChFC®, RICP®, AAMS®
743 Horizon Court Suite 202, Grand Junction, CO 81506opens in a new window
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Fishing
  • Volunteering
  • Gardening
  • Hunting
  • Traveling

Team Members

  • Wendy Ritzdorf
    Sr. Branch Office Administrator
  • Stephanie Boese
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(970) 245-4869

Fax

(888) 461-8938

Office Address

743 Horizon Court Suite 202
Grand Junction, CO 81506opens in a new window

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