We are a full service insurance agency providing custom benefits consulting for group and individual health, dental, vision, medicare, life, and other coverages. Our mission is to provide our customers and our community with expert consultation and an unmatched level of service.
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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.
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.
Reviews (9)
Jim Mays
Jun 05, 2020
Honda Chk
May 10, 2014
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.
Ray So
Apr 07, 2014
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.
Stephen Evanko
Mar 12, 2014
I have known Jim Roesch personally and professionally for several years now. He is my local "go to" source for individual health insurance, group health insurance and Medicare supplemental policies. Since the laws change so quickly, you need a professional committed to continued education. Jim, his office and his staff exceed expectation. Even though they are in the Delaware, OH area, Creative Financial serves Columbus, Central Ohio and even the entire State of Ohio!
When seeking the services of an insurance agent, nothing speaks higher than a solid recommendation of another insurance professional. I highly recommend Jim and his office. They take the time to explain the complicated things in a way to make them understandable. Make them your first call! Stephen Evanko, Owner Delaware Insurance Advisors
When seeking the services of an insurance agent, nothing speaks higher than a solid recommendation of another insurance professional. I highly recommend Jim and his office. They take the time to explain the complicated things in a way to make them understandable. Make them your first call! Stephen Evanko, Owner Delaware Insurance Advisors
T. Nourse
Feb 28, 2014
Susan Hanson
Feb 22, 2014
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.
Joel Stephens
Feb 20, 2014
Caitlin Edwards
Jan 29, 2014
Ann Schaeffer
Jan 08, 2014
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.
