J Alan Financial

Brenda Denny _{on Google}

Jan 11th, 2024

Went to seminar with J Alan Financial regarding Social Security-very informative, easy to understand would highly recommend attending!!!

Troy Thompson _{on Google}

Nov 2nd, 2022

I've known Jim Bear for many years. He is an amazing financial planner who has helped many of my colleagues go from employed to retired. He puts together tax strategies and plans to help those retiring have the peace of mind that they will be able to kick back and relax during their golden years. Reach out to Jim if you are ready to retire, I promise it won't be a waste of your time!

Derek McCoy _{on Google}

Jun 27th, 2022

Jim and his team are amazing. Real people with real solutions.

Luke Enno _{on Google}

Jul 4th, 2013

I first met Jim early in 2006. Since that time, Jim has become one of the most trusted professionals I know. I've worked with several of his clients and he has assisted one of my close family members in managing over a key investment that she has. Jim has perhaps the best "bedside manner" of any financial advisor I know. Particularly, if you have a friend of family member over the age of 50, Jim will provide superior quality service to that individual. But I know he'd do it for clients of any age as well! If you need someone who has a passion for what he does, Jim is the man.