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About Us

Our Company

Kimmel Financial Advisors at Tatum & Bell, LLC, is a financial services firm that provides asset management and investment planning services for individual, trust, corporate and qualified pension accounts. Our roots go back to 1995, when I began my career with Franklin Financial Services Corp, a broker dealer in Springfield, Illinois. Over the ensuing years our highly disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.

Today our team of skilled professionals still uses our original concept to manage the assets entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success in terms of client satisfaction. Our approach has resulted in noteworthy expansion and validates that our clients have pursued their objectives with rewarding consistency.

Mr. Kimmel is the principal of Kimmel Financial Advisors at Tatum & Bell, LLC. Mr. Kimmel has been in the business for 16 years. He focuses on estate, financial, wealth, and tax planning. Mr. Kimmel is also the president of James F. Kimmel & Associates, Inc. Mr. Kimmel holds a Bachelors of Science from Pennsylvania State University.


My name is Jim Kimmel, an accountant in your neighborhood. Perhaps my name sounds familiar. Our office is located at Tatum and Bell Road. I would like to take a moment to introduce myself and tell you a little about my office. In 1978, I graduated from Pennsylvania State University (Nittany Lions).

Prior to 1978, I spent seven years as an artillery officer with the United States Army and Pennsylvania National Guard. After my graduation, my wife and I promptly moved to Arizona. We began our business here in accounting, tax planning and estate planning, we also offer a variety of financial services; family trusts, homeowner’s insurance, auto insurance, life insurance, health insurance, and insurance for businesses.

It can be very difficult moving into a new area and finding someone as important as an accountant you can trust. That is why I would like to invite you to meet my staff and me. Many of our new clients remark that they’ve never had such a thorough accounting and/or tax preparation. That makes us feel great! With the economic pressures on accountants these days, it is tempting to cut corners, but we want you to know that we refuse to do this!

We look forward to meeting you in the near future.

 

Sincerely,

 

James Kimmel


Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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