This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
401 Advisor
- Investing
- Centerville, OH
About this business
Location details
203 W Franklin St, Centerville, OH, 45459, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I trust Jim with 401K advisors as he is a true professional in helping with financial planning for your retirement. I would refer Jim to anyone.
Bill and Jim have been my advisors for over 10 years. They are extremely professional, very responsive and always willing to discuss what my needs are and what my goals are. In my opinion, having anybody else manage my money is not even an option.
My wife and I have known Jim personally for 2 years and have found him to be extremely intelligent and a person of very high integrity. Therefore, we went to him for investment and tax advice. Jim took the time to review our situation and the advice he gave us was exactly what we were looking for. We would HIGHLY RECOMMEND Jim to anyone looking for an honest and knowledgeable investment/tax advisor who can help navigate them through these very challenging and ever changing times.
Jim really stepped up at the last minute and helped me with my tax return, when my previous preparer fell through. Did an excellent job, very careful and thorough, and got it done in a timely manner. Jim is someone you can really trust to operate with great integrity and excellence. Highly recommend his services.
401 Advisors is great to work with and very responsive. They are always willing to educate on investing options.
Frequently asked questions about 401 Advisor
How is 401 Advisor rated?
401 Advisor has a 5 star rating with 7 reviews.
When is 401 Advisor open?
401 Advisor is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com