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Our financial advice team


Jimmy Belz, Financial Advisor serving the Marlton, NJ area - Ameriprise Advisors

Jimmy Belz

Financial Advisor

ForFutures Financial Planning
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Small Business
  • Investments

Education

  • Bachelor of Science - Finance & Investments - West Virginia University 2014-2018

Interests

James grew up in Marlton, NJ and now resides in Haddonfield, NJ with his wife Megan and their two Siberian Husky’s, Denali & Koda. James met Megan while attending West Virginia University in 2017. Megan is from the "Wild & Wonderful" state of West Virginia. James is always on the move and enjoys watersports, skiing, golf, fishing, hiking with his dogs, and spending time with family. James is also a big sports fan and close follower of the Phillies, Eagles, and West Virginia Mountaineers!