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July 2024 by Liz Burton
I first met Jim when he was my mother’s financial advisor and he came to meet with us at her home when her health didn’t allow her to travel to his office. I got to see first-hand how generous he was with his time, his level of expertise, and his caring attention to my mother’s needs. When she died in 2012, Jim helped me through that process with kindness, compassion and integrity. It was, therefore, an easy decision to entrust my own finances to Jim and his team.
Jim, Jonathan and the rest of the Parks team provide excellent advice and guidance, are unfailingly professional and responsive, and regularly go out of their way to be helpful. I consider myself lucky to be a PWM client.
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July 2024 by Lisa Sammataro
I have known Jim Parks for many years before and have always admired his integrity, kindness, genuineness, intelligence, and professionalism. When the time came to work with a financial advisor, I knew we would be in good hands with Jim and his team.
Our experience with Parks Wealth Management has meet and even exceeded my (admittedly) high expectations. Jim and Jonathon took the time to thoroughly understand our financial goals, risk tolerance and current situation. They provided clear, comprehensive advice on how to reach our goals, presenting detailed scenarios and options. Their expertise and deep knowledge, coupled with their comprehensive and detailed modeling software, made us feel confident in the strategies we are implementing.
They are patient and generous with their time and walk you through all the pieces of a full and detailed financial plan. They can also assist in connecting you with other excellent professionals (trust and estate attorney, CPA, etc.) to put together a cohesive financial team.
I highly, highly recommend Parks Wealth Management.
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June 2024 by Tom Jago
We greatly appreciate the care that Jim, Jonathon and team consistently extend to us. We always know they have our best interests in mind with their recommendations. Great people who we are fortunate to be associated with.
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May 2024 by Chris Kaplanis
We started working with Parks a few months ago and we couldn't be happier. The only regret I have, is not connecting with them sooner. Their process and guidance has been excellent. They genuine, make you feel comfortable and they have our full trust. Their entire office is a 10 out of 10.
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April 2024 by Eric Chemi
I really respect and appreciate what the Parks team is doing. This is a top notch operation. We've struggled at home making sense of different scenarios, tax planning, savings, etc. They make it very easy to understand. I've been impressed with their patience and time generosity walking us through all the various pieces of a complete financial plan. They have told us about tax law changes and other wrinkles we'd never know about. Also introduced us to the right people to help button up other issues.
Highly recommended.
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February 2024 by mike crocker
PWM has been critical to our post retirement success. Without their unique and significant support, expertise, experience, and incredible customer service we would not have reached the success level we have. We are thrilled we selected them as our financial advisor.
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March 2023 by Debra Perini
My husband and I were referred to Jim several years ago by a family member who have worked with the Parks Wealth Management team for over 10 years. From the first time we met with Jim and Jonathan we knew we were in good hands. Jim and Jonathan are extremely knowledgeable in all facets of financial investing. They pay close attention to our needs and offer sound advice as we plan our financial future. We feel comfortable knowing we have a great team of financial advisors looking out for us. Anytime we have a question or need their professional opinion they are always quick to respond. We truly appreciate everything Jim and Jonathan have done for us over the years and look forward to working with them for many years in the future. I highly recommend the talented team of professionals at Parks Wealth Management.
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March 2022 by Melissa Audige-Perkins
The entire team embodies professionalism and knowledge. Exceptional service in which you are educated, supported and guided. Highly recommend.
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March 2022 by Mike Cushny
We were having trouble managing all of our different benefits, pensions and investments and we decided to interview several financial planers in our area. After meeting with Jim and the team at Parks Wealth Management, it was clear that we had found our new financial planner. During our first meeting they listened carefully to our needs, and made notes about our goals. Jim explained his certification status and fiduciary responsibilities, and walked us through the process of their financial planning philosophy. It was immediately apparent to us that the PWM team and their approach to money management was a good fit for us because they not only listened, but they were able to address our goals in a clear and meaningful way. That was 8 years ago, and since then, our relationship has only gotten better. Even though the markets have had fluctuations, and our employment status has changed over the years, Jim has kept us on track to meet our goals, and we are now ahead of our projections, and in a very comfortable position to expand our plans for the future with confidence. It is a very good feeling to know that Jim is on our team, and I would recommend him and the entire staff at PWM to anyone who wants to feel confident and secure that their finances are in good hands.
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March 2022 by George
I’d like to thank Jim and Jonathon for their guidance and advice over the past few years. They’ve been very professional, thorough, and responsive to all of my questions regarding retirement and elder care. The forecasts they’ve provided are easy to follow and cover various scenarios. I appreciate their time and efforts and highly recommend them.
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August 2021 by Jason Kaufman
I have been working with Jim and the entire Parks Wealth Management team for over a decade. They never fail to respond immediately to questions or to give sound advice based on both data and experience. Jonathon, Jim and team are proactive in bringing advice through the toughest of times and have shown great results throughout. I couldn't be happier with their work and guidance.
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March 2021 by A Google User
I have been working with Jim and the entire Parks Wealth Management team for over a decade. They never fail to respond immediately to questions or to give sound advice based on both data and experience. Jonathon, Jim and team are proactive in bringing advice through the toughest of times and have shown great results throughout. I couldn't be happier with their work and guidance.
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March 2021 by Gerry Gutierrez
Parks is a truly special financial advisory group. They are very personalized in their approach, extremely responsive and are great listeners. I wholeheartedly recommend Jim Parks and Jonathan Allen to all who want advice on their investments and retirement plans. Their office staff is also extremely efficient, helpful & friendly.
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March 2021 by Jack Donohue
I have known Jim Parks for many years, and always admired his authenticity and personable nature. When the need arose recently for financial advice and management, it was an easy decision to contact his team.My wife did I couldn't be happier. Jim proves to be both knowledgeable and proactive in his handling of our financial investments, and Jonathan's mastery of technology is the perfect pairing during our meetings. We feel secure in the knowledge that our financial health is in good hands. Combine that with his professional and dedicated staff and you have the perfect scenario for the feeling of comfort in the choice we made.Thank you, PWM for all you continue to do for us and our financial future!
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March 2021 by Marty Hickey
Jim and Jonathan have a great personal touch which really shows in there recommendations to us.
