Jim Simonelli
Retirement Coach
Jim has spent over 35 years as a highly successful account executive and sales manager. Having spent most of those years in the IT industry, Jim has now committed himself to a full-time career in the insurance industry. He proudly joined Jameson Financial Solutions and Federal Retirement Experts in 2018. He enjoys utilizing his skills and experience to enhance the lives of federal employees.
His business philosophy remains the same: Treat everyone as individuals and cater to their specific wants and needs. This simple philosophy makes Jim enjoyable to work with while creating excellent results.
Jim also holds licenses in California for life and accident and health. He is also a licensed Realtor®.
Jim and his wonderful wife, Rorie, have been married 34 years and have two grown children. Jim enjoys being with family, playing the drums, paddle boarding, and all things hockey in his spare time.
Federal Retirement Experts is a Jameson Financial Solutions company
Jameson Financial Solutions Cage: 88DU2
Serving Federal Employees Nationwide
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom-suit their needs and objectives. Federal Retirement Experts is a wholly-owned subsidiary of Jameson Financial Solutions Inc.
This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.