Jim started with CFI in 2002 and has over 35 years of sales experience. He has specialized in the Health, Medicare, and Employee Benefits field for the past 20 years. Jim has 3 children and lives in Delaware, Ohio. He is an active member of Delaware Area Chamber of Commerce and National Association of Health Underwriters.
His passion is helping clients, volunteering and supporting his community. His hobbies include bicycling, traveling and spending time with his family, friends and pets. Sarah joined the CFI team in 2013 with a background in office administration and customer service management. As a licensed agent and member of the National Association of Health Underwriters, she specializes in Individual and Group benefits.
His passion is helping clients, volunteering and supporting his community. His hobbies include bicycling, traveling and spending time with his family, friends and pets. Sarah joined the CFI team in 2013 with a background in office administration and customer service management. As a licensed agent and member of the National Association of Health Underwriters, she specializes in Individual and Group benefits.
Services
As members of the National Association of Health Underwriters (NAHU), we are committed to helping educate our clients at all times. We specialize in group benefits. Please contact us for information on carriers, quote requests and service issues by calling 740-363-5433 or emailing us at info@discovercfi.com.
We are seeking licensed field agents to meet with businesses, individuals and the senior market to discuss their options in health, life and supplemental insurances. These appointments may take place over the phone, in the comfort of the client's office, home or at our home office in Delaware, Ohio.
Reviews (8)
Jim Mays
Aug 23, 2019
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Susan Hanson
Nov 02, 2013
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Creative Financial Insurance Services is wonderful to work with. Jim Roesch is accessible, personable, and professional! And they have consistently found options to save us money while still providing high quality insurance plans to our staff. I recommend them to everyone I know!
Susan Hanson, MSW, LISW-S
Executive Director
HelpLine of Delaware & Morrow Counties, Inc.
Susan Hanson, MSW, LISW-S
Executive Director
HelpLine of Delaware & Morrow Counties, Inc.
Joel Stephens
Oct 17, 2013
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Honda Chk
Oct 03, 2013
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Jim and his team are professional, reliable and knowledgeable when it comes to insurance. More than that, they feel like friends the first time you talk to them. Creative Financial is all about options and getting the most for your money. Highly recommended -- come to them when you need to be insured and want outstanding service, besides.
T. Nourse
Aug 16, 2013
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Dusty Hostutler
Jul 17, 2013
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Ann Schaeffer
Jun 07, 2013
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I have depended on Jim Roesch for my insurance needs for the past 11 years. His guidance through the whole, complicated medicare sign up process was invaluable. Every year Jim reviews my needs and helps me find just the right coverage. Jim is knowledgeable, professional and always available to answer my questions. Friends I have referred to him, cannot say enough great things about him and the staff at Creative Financial Services.
Ray So
May 21, 2013
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Jim Roesche and Creative Financial have been a great resource for me over the past 10 years. Jim has provided me with solid advice and direction in a frustrating (but necessary) field. He has helped me be a better medical shopper and has given me a understanding of the insurance market. I have received exceptional customer service from Creative Financial, solid advice for my company's and family's current and future needs.
