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James D. Broemmeling, CFP

Location:

831 6th St
Clarkston, WA 99403

Phone:     509-751-8607
Fax:          509-751-0109
Email:       jim@jamesdbroemmeling.com

Website:

Business Type

Certified Financial Planner
Investment Advisor Representative
Investment & Retirement Planning
Employer Sponsored Benefit and Retirement Plans
Comprehensive Financial Planning

Business Hours

9:00 - 5:00 Monday - Thursday
or by appointment

Business Information

Since 1976, James D. Broemmeling, CFP has helped people like you navigate the complicated financial services arena to help them plan and reach their personal financial goals and objectives. Jim has a wide knowledge of investment and retirement planning; insurance planning and risk management; asset allocation; and employer sponsored health and retirement plans. He has the unique ability to turn complicated subjects into simple and easy to understand information. Jim has always been a trusted advisor who holds himself to the highest degree of honesty, integrity, and competency. Over 95% of Jim's clients remain even after 10 years.

Jim Broemmeling is a community leader in providing premier financial solutions to individuals and small businesses throughout the Lewiston / Clarkston area. He builds and forges long term relationships with clients by developing a clear understanding of their goals and dreams. This allows him to provide expert advice and quality service as a financial management partner.

Services

Comprehensive Financial Planning, Investment & Retirement Planning, Employer Sponsored Health & Retirement Plans, Asset Allocation, Portfolio Review, Risk Management Planning, 401(k)'s & IRA's, IRA and 401(k) Rollover and Transfer Specialist, Life Insurance Policy Audits and Reviews, and many more services.

Products

James D. Broemmeling, CFP is proud to offer only the most reputable and financially secure providers of financial and insurance related products, such as Hartford, American, Fidelity, Franklin Templeton, ING and other mutual funds; Hartford, ING, Lincoln Financial and other variable annuities; John Hancock Long Term Care; Premera Blue Cross, Asuris of Washington, and Regence Blue Shield of Idaho health insurance products; quality life insurance products; fixed annuities, money market funds, and 401(k) retirement plans; etc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member NASD, SIPC and Registered Investment Advisor, PO Box 64284 St. Paul, MN 55164. (800) 800-2000 Member NASD, SIC