James Bird

Background

About James Bird

I help individuals and families at Adventure Retirement and Investment Services located at Adventure Credit Union and Harbor Light Financial Group located at Harbor Light Credit Union reach their financial goals by offering detailed financial advice based on over 26 years of industry experience by helping create personal financial strategies. I am deeply committed to my clients financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. As a financial advisor, I want to improve the lives of clients. I saw how financial advising impacted the life of my mother, and want to bring that same financial security to my clients by making financial management understandable and accessible to the clients I serve. I started by earning a BBA in Finance with minors in Economics and General Business from Western Michigan University. Since then I have spent my working career as a financial advisor in credit unions. In my spare time, I enjoy investing in my family - there is no better investment than that! Over the years I have taught Junior Achievement, coached little league and travel baseball/softball, volunteering with Scouting (being an old Eagle Scout myself), and served at my local church in various capacities. I enjoy supporting all of my children's endeavors. Securities Sold, Advisory Services offered, through CUNA Brokerage Services Inc, Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC insured-No Financial Institution Guarantee- May Lose Value. Some items and links provided on this page may be from third parties not affiliated with the advisor or CUNA Brokerage Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI of it's advisors. FR-3183950.1-0720-0822