James Speir Email & Phone Number
Owner
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James Speir Location
- Huntington Woods, MI, US
James Speir Work
- 2002 -now Owner @ Speir Financial Services, LLC
- 2006 -now Founder and President @ Senior & Caregiver Resource Network
- 1998 -2003 Director of Outpatient Services @
James Speir Education
- Central Michigan University
B.S. (Psychology & Sociology)
1980-1985
James Speir Skills
- Disability Insurance
- Employee Benefits
- Strategy
- Finance
- Fundraising
- Investments
- IRAs
- Small Business
- Customer Service
- Insurance Planning
- Wealth Preservation
- Leadership
- Project Management
- Budgets
- Retirement
- Microsoft Office
- Insurance
- Personal Finance
- Retirement Planning
- Investment Advisory
- Mutual Funds
- Whole Life
- Annuities
- Marketing
- Wealth Management Services
- Asset Allocation
- Wealth Management
- 401k
- Financial Planning
- Strategic Financial Planning
- Fixed Annuities
- Life Insurance
- Term Life Insurance
- Investment Advisory Services
- Estate Planning
- Long Term Care
- Financial Planners
- Health Insurance
James Speir Summary
- James Speir, based in Huntington Woods, MI, US, is currently a Owner at Speir Financial Services, LLC. James Speir brings experience from previous roles at Senior & Caregiver Resource Network and The Guidance Center. James Speir holds a 1980 - 1985 B.S. in Psychology & Sociology @ Central Michigan University. With a robust skill set that includes Disability Insurance, Employee Benefits, Strategy, Finance, Fundraising and more. James Speir has 1 emails and 3 mobile phone numbers on RocketReach.
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