Focus Partners Wealth

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Steven Bergman

We chose Jim David as our financial advisor after an extensive selection process. Jim was patient, understanding, and answered all our questions throughout the process. Once we selected Jim, he was meticulous in his attention to detail in our financial planning, including reviewing our estate planning documents to ensure they were prepared to best protect our assets. Jim was very accommodating throughout the process as we had multiple (video) meetings including evenings and weekends. He even reviewed my 401k account, even though it is not part of the portfolio he manages. His many years in financial planning, combined with his extensive education and CPA background are an excellent combination. I would strongly recommend Jim David as a financial advisor.

John Grau

We chose Jim David for retirement financial advice. We had specific questions/issues we wanted to address. Jim is a good listener. He focused on our issues, checked to make sure he was addressing them appropriately, and then followed up with check lists and progress reports. He has access to good outside experts when needed and offers solid, practical advice while being cost conscious. He is a valuable and trusted advisor for us.

Cathy Turner

Jim has been great to work with. Before making any suggestions he met with my husband and I to find out what our retirement goals were. He came up with short term and long term goals in order to help us on the path to a successful retirement. He continues to check in with us in case we have questions. We would highly recommend him to anyone who is trying to plan for retirement.

Joe Russell

Thorough, competent, caring, a listener, and knowing - that's how I'd characterize Jim. And those were my reasons for choosing to go with him recently as my financial advisor. Jim quickly got into the details of my existing portfolio and didn't just assume away that certain items needed to transfer into other investment vehicles (actually, two remained when we finished our analysis. Jim declared them good ones for my situation, after a thorough assessment). My other investments were transferred into Schwab accounts after a good discussion about my retirement objectives, views on the economy & stock markets, my risk tolerances and future plans. Next, Jim set me up with contacts for estate planning and taxes, and attended kick off meetings. And he's now supporting me on the follow ups. I'm very pleased to be working with Jim.