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Jim Tabak, Financial Advisor serving the Edinburg, TX area - Ameriprise Advisors

Jim Tabak


Financial Advisor

Business Financial Advisor
Hearthstone Wealth Management
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 9 reviews

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
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Small Business
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Christian Financial Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving


  • CLTC® Certified Long Term Care


  • University of Michigan, Ann Arbor: M.A. - Finance, 1982
  • Grand Valley University, Allendale, MI: B.PH., Economics, 1972

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2012

Previous experience

  • United States Army, Specialist 4th Class, 1968-1969

Community participation

    • Board member of the Rio Grande Valley Estate Planning Council
    • Past-President of the Valley Land Fund, a non-profit corporation whose mission is to preserve, enhance and expand the native wildlife habitat of the Rio Grande Valley.
    • McAllen Parks and Recreation Blue Ribbon Committee


Outside the office, I like to keep myself busy by staying healthy and by enjoying the outdoors. Depending on the day and my mood, I'm either playing a tough match of tennis with my trainer, learning to appreciate movement through dance, going for a swim on a hot day, or taking photos of birds in my backyard.

I strongly believe that the key to success and to living a happy life is to pick up a few trades and immerse yourself in them. There's no purer satisfaction than doing something you love.