I am delighted to recommend Jim Shagawat, with whom I have been working since 2022. I found out about him from a friend/colleague and very happy I did! My experience with Jim has been outstanding and he has consistently demonstrated professionalism, integrity and a thorough understanding of the financial industry.
From the first meeting, it was clear that he has a real passion for helping his clients achieve their goals. He spent time to completely understand my financial situation, long-term objectives and risk tolerance level, which allowed him to tailor an investment strategy just for me. I appreciate that we meet regularly to review my current portfolio and personal needs. In addition, he is always available to answer any questions I may have throughout the year, making me feel supported and prioritized.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.