What They’re Saying

James Speir provides the extraordinary combination of exceptional service on my accounts and thoughtful advice and protection of my assets. In addition, he educates me in engaging and friendly conversations, explaining and analyzing the decisions I might make. When my friends worry about their assets, I know how and why Jim has helped me protect them and gain good rates of return without risk.  I know my estate is also protected from the costs of long term care because Jim has helped me make choices that offer security for the future care I may need as I age. Jim manages my life insurance, long term care insurance, SEP/IRA accounts, and has connected me to attorneys for estate planning. In addition, he was a valuable resource when I needed to explore VA Benefits for my aging father.  Jim respects my assets as if they were his assets, which protects my future and makes today stress free.

Linda D.

I highly recommend Jim Speir. He has helped me and my Mom with several investments that we’ve transferred into very solid annuities with good returns. But he’s conservative, so he looks for the best place to put your money at the greatest return without risk. I feel like he’s family.  At least once a year he makes a point of coming to our house to go over our investments, tell us how they are performing, and if there are other options that are better, he will recommend them. So many advisers, once you’ve given them your money you never hear from him again. But not Jim. He really takes you under his wing. He really cares about his clients. I trust him completely and feel very fortunate to have found him.

Rose S.

We met Mr. James Speir shortly after my mom passed away in 2002, when we received an intriguing card in the mail about an upcoming local financial seminar where he would be one of the speakers, along with a complimentary dinner.   My husband and I thought it was a good opportunity to take my dad with us to offer him some alternative options for his retirement investments now that he was alone, and needed to adjust his finances.  This one event became a “butterfly effect” and turned out to be the beginning of a valued friendship and set a solid base for future lucrative investments for not only my husband and myself, but for financial security for my dad and my mother-in-law, for my daughter and her husband in setting up savings and college funds for their young children, and also for various friends that we have referred over to Jim.

I have always been a good judge of character, and trust my inner instincts.  I was proven successful in my judgment of Jim.  He has the integrity, honesty and intelligence that are not only an asset but a necessity when you are revealing and entrusting your finances.  He has, throughout the successive years, helped us with making the most of our money with his extensive knowledge of current funds as well as being cognizant of new, more lucrative funds that we could both invest in and tap into when our recent retirement came.   We have enjoyed profits while he showed us how we could change our money around to receive bonuses from setting up new accounts with existing finances.

We have formed a special relationship with Jim, as he was one of our first contacts when my dad passed, and when my husband’s mom passed.  Jim created a feeling of calm among the storm when it came to taking care of our parents’ financial affairs and helped create smooth transactions by handling all the financial paperwork for us.

There has never been a time when we could not call him.   He has always been there for us, in addition to his voluntary yearly financial assessment and more if needed or at our request, to discuss any of our concerns or changes needed in our finances.  He always comes to our home, which translates into a more relaxed, unhurried, and personal time for all of us.  In addition, there is never any fee or charge for his services – all counsel, advice and paperwork is without charge.

In our situation, Jim has helped us financially create security and peace of mind, by finding the best investments to provide us with a growing lifelong income, in addition to our social security and pension.  No matter what your age or financial income, I believe there is a way for Jim to show you investments that will increase with time, and yet is safeguarded so your initial investment can never be lost.

We value our relationship with Jim Speir not only financially, but personally.  He has become a trusted friend as well as an advisor, and that is not an easy find.

Stephen and Judith S.