We had a very productive and thoughtful experience meeting and doing business with James. He was extremely thorough and helpful. Made us feel more comfortable about turning 65! Less

When I started thinking about retiring I was referred to James by a good friend and colleague of mine. He is an expert in the financial world. He helped me very much with income and financial planning. Less

I’ve had the pleasure of working with James Beyer and can confidently say he is an outstanding financial advisor. His attention to detail is exceptional, and he consistently goes above and beyond to support both clients and colleagues. James is not only knowledgeable and reliable, but he also brings a thoughtful and approachable attitude to every interaction. I highly recommend him to anyone looking for a dedicated and trustworthy advisor. Less

Jim, thank you for your time. I found our meetings to be very valuable. There’s no doubt you are very knowledgeable in your field. In addition to being a subject matter expert, you’re also a cordial professional and very trustworthy person. Less