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Jim has been my financial advisor for over 20 years, in fact I am his second client ( His mom was first). Jim has been a reliable, highly skilled resource during that time. I managed to survive the 2008 financial crisis with my accounts intact while my neighbors suffered losses. My husband and I retired in our 50's and several years into retirement my husband had a terminal diagnosis. I called Jim and he flew in the next day to advise us both as to next steps, he interviewed a local accountant and she took over the tax prep while Jim continued to manage my accounts, when I asked him for a suggestion for a long term care policy for myself he provided it immediately.... read full review
Hi, I thought I was giving Tyler Hafford a 5 star rating but apparently I gave him a 1 star. This is an error, my apologies. I very much like working with Tyler and hope he remains my rep for a very long time.Thanks, Deb
Always a pleasure from the interpersonal conversation to the nitty gritty financial details and planning. From the details included, I know Jim has reviewed my goals and values, and knows what's important to me.