I’ve had the pleasure of working with Jim Shagawat for the past 3 years, and I can confidently say that Jim's guidance, advice, and support has been invaluable. Jim was highly recommended to me and from the second I met Jim, I can understand why. Jim really took the time to first get to know me and my family. He then diligently went through understanding my financial goals, my risk tolerance and developed a personalized strategy for my situation.
What really differentiates Jim is his strong ability to connect with his clients. He does not utilize high pressure sales tactics, but methodically earns your trust and confidence. I was extremely cautious working with a financial advisor from the start, but Jim really took the time to build the relationship and make us feel comfortable. Jim really cares about the success of his clients. He's a seasoned professional with lots of experience, backed by strong technological tools to track your portfolio and plan for future scenarios. Jim is always available to answer questions, talk through ebbs and flows of the market and maintain discipline with the financial strategy set forth, despite the urge to react to every change in market conditions.
Thanks to Jim, I feel really confident about my financial plan and that really helps me sleep better at night knowing that I have Jim monitoring my portfolio. I personally could not be happier that I'm working with Jim and would highly recommend him to anyone looking for a financial advisor or financial planning.
Relationship to Financial Advisor: Client as of Aug 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.