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an Office of Garrett Investment Advisors, LLC

About Us

Jim Seagrave, CFP®, ChFC®

A veteran financial advisor and Fee-Only planner, Jim, helps clients solve problems and achieve their financial goals. Using education and a conservative philosophy towards financial planning, Jim places the utmost value on helping his clients realize peace of mind today and financial security tomorrow.

Jim takes a "hands-on" approach to financial planning and investment management. He provides guidance, professional expertise and the customer care to help his clients be successful in every phase of their financial journey.

Education

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant, The American College
  • Chartered Life Underwriter, The American College
  • Retirement Income Certified Professional, The American College
  • Bachelor of Science, Central Connecticut State University

Services

A part of the financial services industry for over 30 years, Jim specializes in providing financial advice and planning services to people who are retired or growing ever closer to retirement. He also enjoys working with young people just starting out. Financial planning is for everyone, not only the affluent. So whether you are the building assets for the future or seeking to preserve, protect and enjoy the wealth you've accumulated, Jim can help you along the way in the areas of retirement planning, investment management, financial checkups and second opinions.

Memberships


Contact Us

Jim Seagrave & Associates
Middlefield, CT 06455

Phone | 203-599-8080
Email | jim@jimseagrave.com

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Jim Seagrave & Associates may offer investment advisory services in the State of Connecticut and in other jurisdictions where exempted.