James Mullen

James M. Mullen

Financial Advisor
 

Years Experience:  25

850 North Cass Avenue, Suite 102
Westmont, IL  60559
Phone: (630) 852-4300 ext. 404
Fax:    (630) 852-4321
jmullen@ExemplarFN.com

Personal:

A member of the Exemplar Financial Network team, Jim is an Investment Advisor Representative of Financial Network Investment Corporation, member SIPC. Financial Network is a full service broker/dealer and Registered Investment Advisor, providing financial planning, investment advice, and brokerage services.

Jim concentrates his practice on retirement planning for both individuals and business owners.  Drawing on his background in the pension industry he is instrumental at retirement plan design and implementation for business owners and their employees.  Due to his experience as a Trust Officer, he can assist individuals with their retirement and estate planning.

As an advocate of traditional financial planning, Jim takes a customized approach to his client’s wealth management plans by becoming familiar with their current situation, goals, feelings and family dynamic. By developing sound relationships he is able to provide an outstanding level of service in a highly personalized way. This is accomplished through following a structured planning, implementation and review process and fully utilizing the vast resources of Financial Network.

Jim entered the financial services industry in 1985 where he oversaw large municipal and corporate pension and 401(k) plans. Deriving a tremendous sense of accomplishment through helping others, Jim specializes in providing needs/goals based solutions for individuals and families, and innovative and retirement strategies to business owners and small businesses.