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    Financial Support & Guidance

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It's About Relationships and Family

Jim
Parry

Jim holds two Masters Degrees from the University of Texas at Dallas: M.B.A. in Finance and M.S. in Accounting. He started Parry Financial in 2000, and now serves Families across the country. He has earned specializations as a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), and Personal Financial Specialist (PFS). Jim & his wife, Ellaine, have a son and a daughter and have been married for over 35 years.

Why
Choose Us

We have over 40 years of experience helping families FOCUS on what is truly important to them, knowing their financial needs & objectives have been met. Throughout our comprehensive planning process, we FOCUS not only on a family's needs but  on the reality that "It is about relationships - not transactions”. As a Firm devoted to helping Families focus on what is truly important to them, we welcome a conversation with you to discover:

  • What remains your greatest joy & accomplishment?
  • What still keeps you up at night?
  • Who depends on you for support & guidance?
  • Who do you turn to for advice & counsel?
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Securities & Advisory Services offered through Triad Advisors Member FINRA / SIPC. Jim Parry is currently registered and licensed to solicit, offer and sell securities products and investment advisory services in the following states: CA, IL IN, LA, MD, MO, MT, NC, NV, NY, OK, PA, TN, TX, WA, WI.

 

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