Description

James Speir, Owner and President of Speir Financial Services LLC has dedicated himself to assisting individuals and families with the challenges they face in pre- and post-retirement and in estate planning. As an independent advisor Mr. Speir has made a commitment to understanding the complexities of today's ever-changing financial environment.

In this dynamic world we live in, every client is unique and has their own set of goals and objectives for their financial future. We work with our clients to develop a comprehensive plan based on what is important to them not what is important to someone else. We are able to do this because Speir Financial Services, LLC is fully independent and works specifically for our client.

Education

James is an Independent Investment Advisor Representative with Core Capital Advisors and offers Independent Full Brokerage of Insurance. He is licensed in the State of Michigan, Illinois, Arizona, Minnesota, Ohio, Tennessee and Washington in Life, also Accident, and Health. He is licensed in the State of Michigan for Property and Casualty Insurance.

He holds Bachelor degrees in Psychology and Sociology and a Masters in Social Work. He has a Personal Financial Planning Certificate from Oakland University. He has prior experience as an administrator in the health care industry. James maintains his license as a social worker in the State of Michigan.

 Associations

James is also the Founder and President of the Senior and Caregiver Resource Network. The Non–Profit Network’s mission is to be a complete source of ethical, competent and trusted solutions for caregivers and older adults with a respected reputation in the community for senior services. The Network is also responsible for raising funds to assist seniors in need.

Groups & Associations: Past President & Chairman - Huntington Woods Men's Club, Past Member & Four Time Past President of Somerset Troy Chapter BNI, National Ethics Association Member, Wayne State University Institute of Gerontology Legal and Finance Committee, Wayne State University - IOG Board of Visitors Member, Huntington Woods Senior Advisory Committee, Financial Planning Association of Michigan Member and President of Synergy Business Network.