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Jim Clifford
Investment Adviser Representative
OFFICE: 207.356.4178

MOBILE: 207.356.4178


SERVICE AREA:
Maine, Florida
OFFICE LOCATION
165 State Street, Brewer, Maine 04412
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477


HOURS
By Appointment
CONNECT WITH ME:
Welcome

Hi, I'm Jim Clifford, owner of Northpoint Financial LLC, an independent financial services company with more than 30 years of operation in Maine and Florida as a retirement income planner (making sure your income lasts as long as you do).

Growing up on a dairy farm in Trow, Maine, I learned the value of hard work and responsibility early in life. I bring this work ethic into my financial planning practice to help each client actively engage in their own financial plan. I enjoy hiking, tennis, and water sports with family and friends in Jupiter, Florida during the winter and a lakefront home in Otis, Maine during the summer.

 

 

Areas of Focus
  • 401(k) Professional Management of your money within your employer's 401(k) plan- Click Here
  • Retirement Income
  • 401(k) Rollovers and Consolidations of previous plans
  • Financial Advice and Planning focused on career-oriented professionals
Education
  • Securities licensed, Series 65 fiduciary
  • Independent insurance agent, licensed in Florida and Maine

 

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