Diamond Oak Wealth Partners - James Bassett

My wife and I have been working with James for years. After a history of poor experiences with so called wealth advisors we were guarded from the start. James has far exceeded our expectations year after year... He has a knack for taking his knowledge and delivering it in a concise manner that helps us to understand what our options are and what he recommends for our situation. We have enjoyed seeing our plans for retirement and our children's futures come to life in real time. Can't recommend him enough
Feb 1st, 2023

When we were looking for a financial advisor, the most important quality was "trust" - we needed to be sure that our advisor would look out for us and our best interests. With James Bassett, we have found an advisor who is not only capable, but also someone we can trust to act on our behalf and help achieve our goals. He is responsive, professional and extremely good to work with. Highly recommended!
Jan 27th, 2023

James Bassett really knows what he is doing and he takes his time with clients. Working with James means that you know what you have and where you going and you feel supported in getting there. I highly recommend him!
Dec 16th, 2022

James is an exceptional financial advisor who truly has gone above and beyond for me and my family. His expertise and knowledge of the industry are second to none, and he always takes the time to educate his clients on their investments and financial planning options. One of the things that I think sets James apart is his dedication to his clients' success. He didn't just give us the cookie cutter portfolio or financial plan. He actually took the time to get to know us, build a personalized plan and has helped us with recommendations to fit our unique needs and investment goals. I have been working with James for over 5 years now, and I can honestly say that he has made a significant positive impact on our financial life and is always looking for ways to help us continue to achieve our goals as i life has changed over the years. I would highly recommend James Bassett. His expertise, dedication, and personalized approach make him an excellent choice for anyone looking to take control of their financial future.
Mar 22nd, 2023