Business Details
About
Financial PlannerInvestment ServiceFinancial PlanningAllstate
As a Personal Financial Representative in Bloomfield Hills, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Bloomfield Hills office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Allstate Personal Financial Representative: JAMES HELD
7425 Lahser Rd, Bloomfield Hills, MI
48301, United States
Hours
Frequently Asked Questions About Allstate Personal Financial Representative: JAMES HELD
What services does James Held offer as a Personal Financial Representative?
James Held offers personalized financial planning services including retirement planning, college savings, life insurance, annuities, IRA, mutual funds, and mortgage advice.
Where is the Allstate Personal Financial Representative James Held's office located?
The office is located at 7425 Lahser Rd, Bloomfield Hills, MI 48301, United States.
What are the office hours for James Held's financial planning services?
The office is open Monday to Friday from 9:00 AM to 6:00 PM and on Saturdays from 9:00 AM to 1:00 PM. It is closed on Sundays.
How can I contact James Held for financial planning services?
You can reach James Held by phone at +1 231-855-1122 or by email at jamesheld@allstate.com.
Does James Held offer online appointment booking?
Yes, James Held offers online appointments that can be booked via the provided reservation URL.
What languages does James Held speak for client consultations?
Consultations are offered in English.
Are there any nearby religious organizations close to the James Held office?
Nearby religious organizations include Northbrook Presbyterian Church, Visitation North Spirituality Center, Nativity Episcopal Church, New Outlook Ministries, and St. Regis Catholic Church, which you might visit before or after your financial planning appointment.
What schools are near James Held's office that families might consider?
Nearby schools include Marian High School, Berkshire Middle School, Brother Rice High School, Beverly Hills Academy, and St. Regis School, useful for clients planning education savings strategies.
Are there community services or wellness centers near the office?
Yes, nearby community and wellness centers include Solstice Healing Arts Collective and New Outlook Ministries, which clients might find helpful for holistic well-being alongside financial planning.
What should I know about parking or transit options near the office?
The profile does not specify parking or transit details; however, the office is located on Lahser Rd in Bloomfield Hills, close to well-known landmarks like Northbrook Presbyterian Church, which can help orient visitors.