Northwestern Mutual : Jim Exley, CFP, CLU, ChFC

Services Offered

• Financial Planning
• Investment Guidance
• Retirement Planning
• Risk Management
• Wealth Accumulation

About

Jim Exley is a Certified Financial Planner (CFP®) and financial advisor based in Alpharetta, Georgia. He provides comprehensive financial planning and investment guidance to clients in the local area. Jim specializes in retirement planning, risk management, and wealth accumulation strategies. His practice focuses on helping individuals and families achieve their financial goals through personalized advice and tailored solutions.

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