Jim Conrad
MBA, CSA
Jim Conrad, president of Conrad Financial Services, has helped more than 200 clients grow their wealth without the risk, worry or volatility of stocks, real estate, and other investments; achieve financial security; and reach their short- and long-term personal and financial goals and dreams.

Jim has put his clients on track to building more than $100 million of additional wealth they would most likely not have had otherwise, through safe, proven financial strategies. That’s why his clients think of him as their “secret weapon,” helping them build and safeguard their wealth.

One of only 200 life insurance agents in the country who have successfully completed the rigorous training program and continuing education required to become Bank On Yourself Authorized, Jim has been a financial services professional for over 11 years. Jim holds a Masters degree in business administration and finance from Lewis University, and he is also a member of the Society of Certified Senior Advisors (CSA)®.

Jim and his wife, Deb, both grew up in the Chicago area. Near the end of 2007, they relocated to Concord, North Carolina, from Decatur, Alabama, where they had resided for 17 years. They have two adult children, and they are the proud grandparents of a 4-year-old grandson and a baby granddaughter. When Jim is not helping his clients, you may find him relaxing with Deb, working in the yard, or reading nonfiction, mostly conservative writers and history. He also has a passion for genealogy and has traced some branches of his family tree back to the 1600s.

To provide his clients the level of service he believes they expect and deserve, Jim only takes on a limited number of new clients each year who are committed to achieving lifetime financial security.

Jim Conrad MBA, CSA

Bank On Yourself®Authorized Advisor

Conrad Financial Services • 1040 Hearth Lane SW • Concord, NC 28025 Phone: (704) 260-0470• Email: jim@conradfinancial.us

Insurance Licensed in North Carolina and 15 Other States

Web Page: www.conradfinancial.us 4-Digit Code: JC35

Your Can Also Contact Jim HERE