Jim Moran, Investment Adviser Representative

Jim Moran, Investment Adviser Representative

Financial Planner, Arcadia Financial Group

Jim Moran joined Arcadia in June of 2021. His previous employer was Fidelity Investments, where he had worked for over 20 years, his last role being branch manager, in which he ran an office of financial planners. He holds a Bachelor of Arts in history from the University of New Hampshire. Jim currently lives in Concord, New Hampshire, with his wife and two sons. His last employer moved him around the country in his 20 years and Jim is happy to be back in New Hampshire, helping the people of New England achieve their goals and dreams.

Phone: 603.681.9190 | Email: jim@arcadiafg.com | Website: www.arcadia.financial

Uncomfortable Lessons I Have Learned in Estate Planning
A man hides his face inside a turtleneck sweater in denial.
estate planning

Uncomfortable Lessons I Have Learned in Estate Planning

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.
January 1, 2022