James is very responsive, and it's clear he knows what fiduciary means.

Great service with personalized attention to detail!

My family has been working with James and his firms over the last 5 years and we are very happy with the advise and the financial path the he has put us on. Having an adviser that is very attentive to our personal needs and always willing to talk directly to us was a requirement in our decision making when selecting a firm and James has filled that need very well. We have recommended other family members and friends and will continue to do so. Keep up the great work James.

Jim has been managing our investment portfolio for many years, and he always delivers the highest end service. He is responsive to our inquiries, opportunistic and communicative on financial opportunities, and always has his fingers on the pulse of the market. We have forged a trusting relationship over this period, and I look forward to Jim's continued oversight of our plans for years to come. Thank you, Jim!

I have been a client of James Regan for nearly 20 years. Mr. Regan is dedicated, skilled and knowledgeable when it comes to managing my accounts and investments. I find James Regan to be trustworthy and transparent. I appreciate the fact he is easy to reach and responds quickly to any concerns I have about strategies and market trends I don’t always understand. He also has been supportive during some hardships my family has experienced.

We have been with Jim, our financial advisor, for several years now. We trust he will invest our money with our best interest in mind. He has also become a friend we feel comfortable reaching out to talk to him. We would definitely recommend him to others who are looking for a financial advisor.

I knew it was time to take retirement planning more seriously but I had no idea where to start. My lack of knowledge made me feel vulnerable and I was hesitate to ask for help until I found Valor. Jim took time to get to know me, my situation and goals for today and tomorrow. He designed a plan that went beyond my expectations and presented it in a way that I could understand and feel good about. I am grateful that I've found an advisor who works with my best interests at heart and a firm where I feel like more than a client, I feel like family.

James is the excellent financial adviser. His is very personal in dealing with us! It is a real pleasure working with him and his staff.

When my parents passed away, Mr Regan was both compassionate and expedient, making all the financial components of their will and their estate transparent to me. He neither left anything ambiguous nor burdened me during a difficult time with a boatload of incidentals. I so appreciated his expertise and efficiency at that hour.

As Jim’s father, I have always been proud of him. Especially his dedication to God, family and country. As Jim’s client, I am thankful for his securing my retirement. His plan is working for me now and will continue to work later for my heirs.

My husband and I have been working with Jim for several years. Between my full-time job and family commitments, I don't have the time (or desire) to become proficient in managing my retirement accounts and navigating changes to tax laws, so I need someone I can trust to manage them for me. Jim has spent time getting to know us and understanding our financial goals so he can customize a financial strategy that fit our needs. I would highly recommend Jim to anyone looking for a financial advisor.

I've been working with financial advisors since I was 18 and since I've met James, it has been by far the best financial advisor experience I've had and continue to have. He's incredibly communicative, very open-minded, a great listener and has a heart for genuinely helping his clients. He's always willing to take the time when I have questions or asking his advice about anything. Don't miss the opportunity to work with an incredible person and organization!

James is very good in his way of financial advise. His is very personal in dealing with us! It is a real pleasure working with him and hi stuff. Besides our profits and the best indicators!