Jim Fenstermacher [ChFEBC℠]
600 W Germantown Pk
#400
Plymouth Meeting, PA 19462
Original Certification Date: 10/10/2023
ChFEBC℠ Number: 3JC90F239
Organization: 360 Investment and Retirement Advisory
Phone: 844-436-0472
Cell: 215-208-7196
Fax: 844-436-0329
Email: jim.fenstermacher@360ira.com
Website: www.360ira.com
States Currently Licensed: PA, NJ, VA, FL
State Insurance License #: 975960
CRD #: 7544490
Primary Insurance: At 360 IRA, we are independent and shop many highly rated insurance companies to provide our clients with numerous options that best fit their specific needs
Primary Investment: Through our partnership with Charles Shawab, we have access to their extensive trading platform which includes stocks, mutual funds, ETF’s, bonds, preferred stocks and other investment programs to meet the needs of all types of investors
Services: At 360 IRA, we focus on comprehensive financial and retirement planning, Our services are tailored to help individuals and their families transition comfortably into retirement with a special emphasis on income planning and tax reduction
Additional Information: I worked in the corporate world for over 20 years as a National Account Manager. I decided to make the move over to the investment and retirement planning world after Covid, seeing so many people put in difficult situations with a lack of proper fiduciary guidance