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April 2023 by Beth Sanders
I've been working with James for over 5 years. If you are considering a financial investment advisor, James is your best choice, he is knowledgeable and trustworthy. James has taken the time to understand my unique position and advise me accordingly. His strategies have been VERY successful. I highly recommend this professional and genuine man. Beth
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April 2023 by B Sanders
I've been working with James for over 5 years. If you are considering a financial investment advisor, James is your best choice, he is knowledgeable and trustworthy. James has taken the time to understand my unique position and advise me accordingly. His strategies have been VERY successful. I highly recommend this professional and genuine man. Beth
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October 2018 by Sally Sumerlin
James, Financial Advisor, and Sanza, Branch Office Administrator, are truly wonderful!! I have utmost confidence in James knowledge, wisdom, and integrity regarding his advice in the management of my retirement. The same for Sanza as she helps me maneuver the account. They are both very kind, personable, courteous, patient, accommodating, and understanding! I highly recommend their office to anyone seeking financial advice/guidance no matter at what level.
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October 2017 by Dominique Sherwood
James is the total package. He is knowledgeable, personable, and trustworthy. For someone like me who is not astute in finances, he is excellent at bring the cookies down to the bottom shelf, and making investing simple and understandable. I've already sent over a few family and friends, and will continue to do so!
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October 2017 by Jireh Plumbing & Drain
If you're looking for a financial advisor that will work hard for you and is concerned for your best interest. l highly recommend James he is a top notch hard working guy. My wife and l found him through cold canvassing door to door that spoke volumes to us. If he was willing to go door to door in this hot Arizona heat in the middle of summer that showed us that he is also willing to work hard for us and since has proved us correct!
Keep up the great work James we appreciate you!
