Investing that makes people florish!
Investing that makes people florish!
Is hiring Jim right for you?
“Most of our clients have had previous experience with a financial advisor, but they came to me looking for something more. I can assist them in developing strategies to pursue their financial goals, aim for tax-efficiently, and align their investment approach their personal values .”
While you can manage money on your own, working with Jim is worth so much more. You have somebody there to help you see the whole picture and will monitor your progress. You don’t need to be an expert in finances, because you have a financial professional to help you through the process while explaining the ‘what’ and the ‘why’ along the way.
Please contact Jim to make a complimentary discovery appointment. Let’s see if there is a fit between what your needs are and what he does for his clients. Then, you will experience the Stark difference!
Contact Jim for a free consultation at: jim@jbstarkfinancial.com
James B Stark has over 44 years of experience in the financial services industry. He holds the Chartered Retirement Planning Counselor (CRPC®) designation, and for 22 years has held the Chartered Life Underwriter (CLU®) designation and holds the FINRA Series 6 and Series 66 registrations. Jim is licensed to sell insurance in NJ, NY, PA, MD, NC, SC, and FL.
Jim was a trustee of the Swartswood Lakes and Watershed Association and has served as President and Secretary. He served at the Evangelical Free Church of Blairstown as a Deacon, choir and worship team member, sound technician, Church Chairman, Trustee, Boys Brigade Leader and Sunday school teacher. For 24 years he served as the Chief Fiscal Officer for the Children's Wish Fulfillment Foundation in Dahlonega, GA.
Outside the office, Jim enjoys playing his tuba, snow skiing/boarding, wing foiling, water skiing and kiteboarding. He also enjoys home improvement projects, long distance running, brewing wine, biking and photography. He has one 30 year old son and two cats.
* Investing fuels businesses.
* Businesses impact people.
* There are no ordinary people.
Insurance products are offered through the insurance business of JB Stark Financial LLC. JB Stark Financial LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by JB Stark Financial LLC are not subject to Investment Advisor requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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