Jim Ritchie

Jim Ritchie Email and Phone Number

Financial Advisor, Capitol Financial Solutions @ Capitol Financial Solutions
raleigh, north carolina, united states
Jim Ritchie's Location
Midlothian, Virginia, United States, United States
Jim Ritchie's Contact Details

Jim Ritchie work email

Jim Ritchie personal email

n/a
About Jim Ritchie

My goal is to fully understand my client’s goals and needs, assess where they are today, and then provide tailored strategies that can help them achieve their goals. Monitoring the strategy is then critical as the investment environment and tax laws change and/or as my client’s goals, needs and priorities change. My focus is on building long-term relationships with my clients and to be their trusted advisor.Specialties: Retirement planning, estate planning, investment strategies, life, disability and long-term care insurance planning, business owner buy/sell funding strategies, key person protection,401(k) management and employee education programsLicensed to sell insurance and securities in Virginia, Georgia and FloridaSecurities and investment advisory services offered through Osaic Wealth, Inc, Inc., member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Jim Ritchie's Current Company Details
Capitol Financial Solutions

Capitol Financial Solutions

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Financial Advisor, Capitol Financial Solutions
raleigh, north carolina, united states
Website:
capfs.com
Employees:
70
Jim Ritchie Work Experience Details
  • Capitol Financial Solutions
    Financial Advisor
    Capitol Financial Solutions Dec 2011 - Present
    Richmond, Va
    View
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial 1989 - Dec 2011
    I am licensed in the following states: Virginia, Florida, Georgia
    View

Jim Ritchie Skills

Advisory Services Advisory Solutions Services Va Securities

Jim Ritchie Education Details

Frequently Asked Questions about Jim Ritchie

What company does Jim Ritchie work for?

Jim Ritchie works for Capitol Financial Solutions

What is Jim Ritchie's role at the current company?

Jim Ritchie's current role is Financial Advisor, Capitol Financial Solutions.

What is Jim Ritchie's email address?

Jim Ritchie's email address is jr****@****pfs.com

What is Jim Ritchie's direct phone number?

Jim Ritchie's direct phone number is +191987*****

What schools did Jim Ritchie attend?

Jim Ritchie attended Virginia Commonwealth University - School Of Business, Rutgers University.

What are some of Jim Ritchie's interests?

Jim Ritchie has interest in Special Olympics Of Virginia, Midlothian Kiwanis, Community Service, Coaching Youth Sports, Golfing.

What skills is Jim Ritchie known for?

Jim Ritchie has skills like Advisory Services, Advisory, Solutions, Services, Va, Securities.

Who are Jim Ritchie's colleagues?

Jim Ritchie's colleagues are Catherine Danford, Cfp®, Ricp®, David Baronian, Carol Piornack, Summer Smith, Stacey Lisi,fpqp™, C. Shane Gurganus, Cfp®, Chfc®, Aif®, Corbin Oliver, Cfp®, Aif®, Ricp®.

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