Jim Ward, Financial Advisor

FINANCIAL ADVISOR
Jim Ward

AAMS®
4455 Walnut Rd C, Buckeye Lake, OH 43008opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Reading
  • Outdoor Enthusiast
  • Personal Fitness

Team Members

  • Marta Carter
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(740) 527-0889

Fax

(877) 301-7644

Office Address

4455 Walnut Rd C
Buckeye Lake, OH 43008opens in a new window

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