Our Qualifications

Jim Garrison, owner of Investment Strategies, began his career in Financial Services in July of 1985.  He was the State Manager for a major retirement investment company for 12 years and a servicing representative for 4 years.  Jim has designed, implemented and advised both groups and individual retirement plans for his entire career.

Jim became an independent financial representative in August of 2000, and has continued to work with individuals and company pension plans.  He is also knowledgeable in college savings plans, insurance needs of individuals and groups, and direct participation programs.  He holds various professional designations, and is a  qualified representative  licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.