inSOURCE Financial Advisors

Financial ServicesUnited States11-50 Employees

InSOURCE Financial Advisors’ mission is to give our clients the best financial outcomes, transparent costs, and total peace of mind. We do this through independent, skilled professional advice from teams with specialist knowledge in all areas of financial planning.

At inSOURCE Financial Advisors and Group Benefits, we care for the financial security of our clients. We’re a benefits group of insurance brokers, investment brokers, financial professionals, and retirement plan advisors. We strive to exceed our clients’ service expectations.

We serve over 10,000 clients with a sincere desire to help them improve their lives. Our clients stay with us because of our consistency, ethics, and unparalleled service.

If you’re looking for solutions to secure and protect your future financially, ensure that your retirement savings will last, receive guidance on investments, protect your loved ones with life insurance, and more – we’re here to help.
  
inSOURCE, Inc. was founded by James (Jim) R. Christensen, Jr. Jim spent much of his early life trading between crutches and a wheelchair. At 15, he negotiated his price for care with hospital and insurance CEOs. He was born with hemophilia A. His understanding of the pharmaceutical, insurance and healthcare industries led him to the creation of inSOURCE, Inc. 
 
We welcome you to view our LinkedIn content on this page, on our parent company page inSOURCE, Inc., and on our Affiliate Pages.

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Representatives offer products and services using the following business name: inSOURCE Financial Advisors – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with inSOURCE Benefits Group or inSOURCE Financial Advisors. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax planner or attorney regarding your situation.

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