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Jim Bowen works closely with clients at New Independent Financial Services to help them reach their individual financial objectives. Through personal consultation, Jim strives to fully understand his clients' needs and long-term goals and then develops comprehensive recommendations structured to help clients appropriately invest and diversify their holdings so that they may work towards these needs and goals. Offering guidance in investments and insurance, Jim assists individuals with a range of financial needs, including college savings and retirement plans. Jim also works closely with business owners, advising them on business planning issues that are crucial to their personal and business success. A graduate of Florida State University, Jim holds a series 7, 66 and life and health insurance licenses with LPL Financial. Jim and Donna, his wife of more than 24 years, reside in Charlestown and have one son. In his spare time, Jim enjoys playing bridge and spending time with his family. More information contact: Jim Bowen New Independent Financial Services 8509 Old Highway 60 Sellersburg, IN 47172 812-246-6628 James.Bowen@lpl.com Securities & Insurance products offered through LPL Financial & its affiliates. Member FINRA / SIPC
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Company contacts
- Donna Moore
- Manager
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