Luttrell Jim

Financing specialist
 : 
Luttrell Jim



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About Luttrell Jim
Professional experience
James (Jim) Luttrell, Jr. Auburn, California, United States Registered Investment Adviser Representative Welcome to the world of James Luttrell, Jr., a highly experienced and dedicated professional in the field of financial planning. With a passion for helping clients achieve their retirement goals, Jim is recognized as a Chartered Financial Consultant and a registered Investment Adviser Representative. As the principal of his own financial services business, Jim specializes in retirement planning, utilizing insurance products to provide his clients with comprehensive and personalized strategies. His commitment to delivering exceptional service has made him a trusted advisor for numerous individuals and families seeking a secure financial future. Jim believes in tailoring his services to meet the unique needs of his clients. By carefully analyzing their financial situations, goals, and risk tolerance, he develops customized strategies that balance growth and preservation of wealth. His focus on asset allocation guidance ensures that clients have a diversified portfolio that aligns with their objectives. With extensive knowledge and experience in the industry, Jim stays up-to-date with the latest trends, strategies, and regulations. He consistently explores new investment opportunities, ensuring that his clients have access to the best options available. By taking a proactive approach, Jim helps his clients navigate the complexities of the financial landscape and make informed decisions. In addition to his professional expertise, Jim is also a member of various industry associations. These connections allow him to collaborate with other professionals and exchange valuable insights, enabling him to provide his clients with comprehensive and up-to-date advice. If you are seeking a dedicated and knowledgeable financial advisor to guide you towards a secure retirement, look no further than James Luttrell, Jr. With his expertise, personalized approach, and commitment to client success, he is ready to help you achieve your financial goals. Connect with James Luttrell, Jr., on LinkedIn to discover more about his professional journey and the services he offers. Don't miss the opportunity to benefit from his wealth of knowledge and experience in the field of financial planning.

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Location

Auburn, Placer (95603)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish

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