"So happy we had Jim Beyer to handle our financial planning. He explains everything so we understand the process. I trust him and know I made the correct decision."

"Loved working with Jake Sutfin, super knowledgeable guy was very patient and answered every question I had. I have had a lot of other financial advisors that just throw around big words and don’t really explain what they were really going over just felt like a quick pitch. Jake took his time and explained everything and made sure to ask me if I had any questions."

"I’ve utilized the services of Jake Sutfin to help me with a retirement investment account. He’s a fantastic financial advisor and I would recommend him."

"Jake Sutfin has helped.me so much the last few years since I've connected with him. He's always giving great advice and directing me in different avenues to help build my profile. Highly recommend."

"Jake is our advisor he is tremendous. He covers all the bases and explains the process and information clearly so that it easy to understand. Jake has gone above and beyond for us. Jake is genuinely nice person. Very trustworthy and a pleasure to work with."

"Jake Sutfin is a great financial advisor… he was able to answer all of our questions and set up a financial plan for both me and my mom. We are of course in very different stages of life, but Jake was able to help us both feel much more confident that we have the right plans in place to reach our goals. I highly recommend working with Jake, regardless of where you are in your financial journey."

"I have been working with James Beyer & Zack Meyer for over 10 years…they are wonderful and very helpful…..I would recommend them for any of your financial needs!"

"Zack Meyer has been exceptional—knowledgeable, responsive, and genuinely committed to my goals. He makes complex decisions easy to understand and provides personalized guidance that gives me confidence in my financial future. Highly recommended!"

"Zack Meyer is knowledgeable and extremely helpful with retirement planning. He provides clear explanations and personalized guidance that make complicated decisions much easier to understand. His support helped turn confusion and anxiety about retirement accounts into confidence and clarity. Highly recommend."

"Zack Meyer - Always provides me with the very best advice and informs me of all the details necessary for me to make a sound decision on my investment and insurance options. Zack has a strong work ethic that encompasses integrity, trustworthiness and compassion. I highly recommend Zack Meyer to assist you with your investments and insurance needs."

"Zack Meyer is awesome to work with. He helped my parents when they were alive and with my mother recently passing a couple years ago, Zack helped me in a dark time. Impressed to the point I wanted to be his client. Felt if he was good for my parents, he is good enough for me."

"Working with James has been an excellent experience. He took the time to understand my financial goals and created a clear, personalized plan that made everything easy to follow. I feel more confident about my future and truly appreciate their honesty, patience, and expertise. Highly recommend!"

"Jimmy is not only a great person but he's well informed on all financial services. I highly recommend him. He's been my advisor for years and is always updating me with new ideas and investments. Stop loosing money and call Jim!"

"James is extremely knowledgeable with investments and financial planning. Truly an expert in this field and a wealth of knowledge. I feel blessed to be able to work with him."

"We are grateful for James Financial support. As life transitions occur so rapidly, the complexity of the financial landscape can be daunting. Having a dedicated professional to help navigate these matters is a significant advantage, and we are profoundly grateful to George Watson for the introduction. Your explanations throughout our consultation were exceptionally lucid and thorough. We particularly value the transparency you demonstrated regarding your methodology and the strategic path forward. Entrusting our financial objectives to someone of your caliber and integrity is a true blessing, and we feel much more confident in our future following our discussion. We look forward to a long and productive professional relationship."