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What Our Clients are saying…
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Jim maintains a deep love for people, a clear and growing competence along with a contagious passion for personal finances make him a great professional to work with on financial matters. I think you’ll find Jim to be a great advisor and friend.
Pete Patterson
Director, Pool Administration at York Pooling -
I have known Jim since 2008 when he volunteered to be an instructor in the Game of Real Life — a TEA approved, comprehensive financial, career and college planning program for high school students. Jim was fantastic. I only wish he was available every year!
Lorraine Decker
President, Financial Mentors of America -
Jim is able to keep the financial details in mind while also blending the life forces that are at work with people and their finances. He balances the sources as he determines his advice and recommendations. He always puts his clients first – sometimes to his own detriment.
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