James J. Speir
James J. Speir is the founder of Speir Financial Services, LLC, providing financial and insurance services. James’ passion is to provide continuous financial guidance to individuals and families who need to secure their financial future. He has been developing safer, conservative retirement and estate plans for over a decade. In addition to providing products and services from some of the largest, most stable and well-respected names in the financial industry, his number one commitment is to serve his many clients and to be there when their life situation changes. Speir Financial Services, LLC has partnered with some of the premier firms in the estate planning and asset protection arena in Southeastern Michigan.
James is an independent Investment Advisor Representative with Core Capital Advisors and offers independent full brokerage of insurance. He is licensed in the states of Michigan, Illinois, Arizona, Florida, California, Texa, Iowa, Minnesota, Ohio and Tennessee for life, accident, and health insurance. He is also licensed in the state of Michigan for property and casualty insurance. He holds bachelor's degrees in psychology and sociology and a master's degree in social work. He has a personal financial planning certificate from Oakland University. He has prior experience as an administrator in the health care industry and maintains his license as a social worker in the state of Michigan.
James is also the founder and chairman of the Senior and Caregiver Resource Network. This non-profit network’s mission is to be a complete source of ethical, competent and trusted solutions for caregivers and older adults with a respected reputation in the community for senior services. The network is also responsible for raising funds to assist seniors in need. James is an active member of his community in Huntington Woods, Michigan. He is married and has two sons.