James Beyer, AIF®, CLTC®
Helping you achieve your financial goals with integrity and care.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Integrity Wealth
James Beyer, AIF®, CLTC®
Farmington, CT
Serving Clients Nationwide
Helping you achieve your financial goals with integrity and care.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Cash Flow
- Choosing a Financial Advisor
- Education Tax Deduction and Credit Planning
- Employee Stock Options
- Estate Planning
- Financial Life Planning
- Health Care Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investment Management
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Setting Up Retirement Accounts
- Social Security
- Tax-Aware Retirement Income Coordination
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
- Withdrawal Sequencing
About James Beyer, AIF®, CLTC®
James Beyer grew up in Connecticut and is a lifelong resident. He currently lives in Glastonbury with his wife Michelle and their lab/shepherd mix, Kooba.James is a devout Christian and deacon at his church. He enjoys spending time with his family, working out, bike riding, helping others, meeting new people, learning, reading, and being around other successful people.
James is a fiduciary financial advisor with over fourteen years of experience. He holds the Accredited Investment Fiduciary (AIF®) and Certified Long Term Care Consultant (CLTC®) designations.
James started in the financial industry after witnessing his grandmother fight a courageous battle with lymphoma for over 7 years. The battle was devastating for his family as they watched her struggle with activities of daily living. James witnessed firsthand the importance of proper planning.
As a fiduciary financial advisor with Integrity Wealth, James is able to help families preserve their assets and plan for life's unforeseen circumstances. He helps clients build customized plans to help provide a more confident retirement. His passion for education and helping others drives him day in and day out.
✔️ Licensed in all 50 states.
✔️ Committed to customer satisfaction.
✔️ We work with you as you determine your needs.
✔️ We provide customized strategies to help meet your needs.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certification in Long-Term Care (CLTC)
Primary Location
20 Waterside Dr, Suite 202, Farmington, CT 06032
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Have questions or ready to take the next step? Click the 'Book Intro Call' button above, complete the brief form, and we'll get in touch with you soon. Let’s work together to create a plan that fits your needs and goals. I look forward to speaking with you.Offers Investment Management
Yes
About Integrity Wealth
Integrity Wealth helps you navigate life’s financial decisions with confidence. Based in Farmington, Connecticut, we offer personalized strategies to help preserve your future and work toward your goals—because your financial well-being matters.From investments to retirement and tax planning, we’re here to provide the guidance and clarity you need to make confident decisions.
Why Choose Integrity Wealth?
Choosing a financial partner is an important decision. We provide personalized guidance, thoughtful strategies, and a commitment to helping you make confident financial decisions. Our fiduciary approach ensures your best interests always come first, so you can focus on what matters most.
Here's what sets us apart:
Personalized Service
We take the time to understand your unique financial goals and challenges. Our team works with you to create personalized strategies tailored to your lifestyle and what matters most.
Hassle-Free Experience
Financial planning should be clear and stress-free. We simplify the process by guiding you step by step, so you can focus on making confident decisions about your future.
Fiduciary Commitment
Our fiduciary approach means your best interests always come first. We prioritize transparency, trust, and thoughtful guidance to help you feel confident every step of the way.
Education
Western Connecticut State University, Bachelor of Arts (B.A.), English Language and Literature/Letters
Hobbies and Interests
- Church
- Cycling
- Family
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Airline Pilots
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Christians
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Dentists
- DIY Investors
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Gen X
- Government Employees
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Scientists
- Specialty Sub-Contractors
- Startup Employees
- Technology Professionals
- Therapists
- Veterans
- Widow
- Women Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2026
Relationship to Financial Advisor: Client as of Feb 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2026
Jim is professional, knowledgeable, and easy to work with. He takes the time to explain everything clearly and makes the financial planning process stress-free. Highly recommend!
Relationship to Financial Advisor: Client as of Feb 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2026
I’ve been working with Jim for quite some time now, and his invaluable knowledge is truly remarkable. His exceptional support for his team and his unwavering drive towards their success are truly inspiring. I’m constantly learning from him, and I highly recommend anyone who has the opportunity to work with him to seize it!
Relationship to Financial Advisor: Client as of Feb 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 3, 2026
I have used Zach Meyer as my financial and insurance advisor for 10 years. He is knowledgeable and trustworthy. I highly recommend him!
Relationship to Financial Advisor: Client as of Feb 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 3, 2026
Expert wealth management and comprehensive retirement planning provided by Jim Beyer. Reviewed our accounts and helped set them up to yield solid returns- Thanks Jim!
Relationship to Financial Advisor: Client as of Feb 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 2, 2026
I reached out to Jake Sutfin to have him help me roll over an old 401k account and he explained my options to me in ways that I was able to understand. His knowledge about the financial industry is impressive but he still will explain it to someone in ways that are easy for someone with little financial knowledge to understand. His customer service is amazing and he’s always available to answer any question I may have. Have recommended him to many people!
Relationship to Financial Advisor: Client as of Feb 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 2, 2026
Such a great experience! From the very start, my financial advisor Jake Sutfin walked me step by step through the entire process. So glad I went with this company for my future financial success.
Relationship to Financial Advisor: Client as of Feb 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 2, 2026
Loved working with Jake Sutfin, super knowledgeable guy was very patient and answered every question I had. I have had a lot of other financial advisors that just throw around big words and don’t really explain what they were really going over just felt like a quick pitch. Jake took his time and explained everything and made sure to ask me if I had any questions.
Relationship to Financial Advisor: Client as of Feb 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 2, 2026
Hiring Jake Sutfin as my financial advisor was one of the best decisions I’ve made. His strategic guidance, attention to detail, and proactive communication has helped me feel organized and capable. Jake is thoughtful, responsive, and always willing to walk me through options so I can make an informed decision. I trust his expertise and appreciate how he is able to explain complex financial concepts in a way that’s understandable. I highly recommend Jake to anyone serious about their financial future.
Relationship to Financial Advisor: Client as of Feb 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2026
Jake Sutfin is a great financial advisor… he was able to answer all of our questions and set up a financial plan for both me and my mom. We are of course in very different stages of life, but Jake was able to help us both feel much more confident that we have the right plans in place to reach our goals. I highly recommend working with Jake, regardless of where you are in your financial journey.
Relationship to Financial Advisor: Client as of Feb 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
James is extremely helpful and knowledgeable. He responds very quickly to texts and emails and is always there when we need him.
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 13, 2026
I’ve utilized the services of Jake Sutfin to help me with a retirement investment account. He’s a fantastic financial advisor and I would recommend him.
Relationship to Financial Advisor: Client as of Jan 13, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 12, 2026
Relationship to Financial Advisor: Client as of Jan 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 12, 2026
Jim took great care of my parents before me.
Relationship to Financial Advisor: Client as of Jan 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2026
Jim is an exceptional investment advisor and retirement planner. He is thoughtful and compassionate and immensely enjoys helping his clients and making a positive difference in their lives.
Relationship to Financial Advisor: Client as of Jan 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 7, 2026
We are grateful for James Financial support.
As life transitions occur so rapidly, the complexity of the financial landscape can be daunting. Having a dedicated professional to help navigate these matters is a significant advantage, and we are profoundly grateful to George Watson for the introduction.
Your explanations throughout our consultation were exceptionally lucid and thorough. We particularly value the transparency you demonstrated regarding your methodology and the strategic path forward. Entrusting our financial objectives to someone of your caliber and integrity is a true blessing, and we feel much more confident in our future following our discussion.
We look forward to a long and productive professional relationship.
Relationship to Financial Advisor: Client as of Jan 7, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 6, 2026
So happy we had Jim Beyer to handle our financial planning. He explains everything so we understand the process. I trust him and know I made the correct decision.
Relationship to Financial Advisor: Client as of Jan 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 5, 2026
Relationship to Financial Advisor: Client as of Jan 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 4, 2026
Zack Meyer is awesome to work with. He helped my parents when they were alive and with my mother recently passing a couple years ago, Zack helped me in a dark time. Impressed to the point I wanted to be his client. Felt if he was good for my parents, he is good enough for me.
Relationship to Financial Advisor: Client as of Jan 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 2, 2026
I honestly couldn’t be happier with my life insurance experience, and my broker (Zachary Meyer) is amazing. Everything was explained in a super clear, no-pressure way, and I never felt rushed or confused at any point. The whole process was way easier and smoother than I expected, which was a huge relief. Would 100% recommend to anyone who wants something straightforward and handled by people who actually care.
Relationship to Financial Advisor: Client as of Jan 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2026
Zack was prompt, very knowledgeable, and easy to work with. He kept me informed throughout the process, communicated clearly, and made the overall experience smooth and straightforward.
Relationship to Financial Advisor: Client as of Jan 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2026
I had a great experience working with Zack. He was knowledgeable, patient, and took the time to make sure I fully understood all my options. The entire process was smooth and professional from start to finish. I highly recommend his services to anyone looking for trustworthy financial guidance!
Relationship to Financial Advisor: Client as of Jan 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2026
Professional, responsive, and easy to work with. Zack took the time to explain everything clearly and made the process feel straightforward. Highly recommend.
Relationship to Financial Advisor: Client as of Jan 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2026
Jake Sutfin has helped.me so much the last few years since I've connected with him. He's always giving great advice and directing me in different avenues to help build my profile. Highly recommend.
Relationship to Financial Advisor: Client as of Jan 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2026
Zach is the absolute best! We use him for all of our insurance and he constantly goes above and beyond to make sure we are getting what we need as fast as humanly possible and at the best price possible. Zach is exactly what you want in a concierge insurance agent!
Relationship to Financial Advisor: Client as of Jan 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2026
Zach is very professional and helpful in discussing savings and investment options.
Relationship to Financial Advisor: Client as of Jan 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2026
James is incredibly knowledgeable and helpful! Knows his stuff inside and out! Would highly recommend!
Relationship to Financial Advisor: Client as of Jan 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 10, 2025
Jake is our advisor he is tremendous. He covers all the bases and explains the process and information clearly so that it easy to understand. Jake has gone above and beyond for us. Jake is genuinely nice person. Very trustworthy and a pleasure to work with.
Relationship to Financial Advisor: Client as of Dec 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 3, 2025
Relationship to Financial Advisor: Client as of Dec 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 2, 2025
James is extremely knowledgeable with investments and financial planning. Truly an expert in this field and a wealth of knowledge. I feel blessed to be able to work with him.
Relationship to Financial Advisor: Client as of Dec 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 30, 2025
Relationship to Financial Advisor: Client as of Nov 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 30, 2025
Relationship to Financial Advisor: Client as of Nov 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 23, 2025
Jimmy is not only a great person but he's well informed on all financial services. I highly recommend him. He's been my advisor for years and is always updating me with new ideas and investments. Stop loosing money and call Jim!
Relationship to Financial Advisor: Client as of Nov 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 21, 2025
Zack Meyer is knowledgeable and extremely helpful with retirement planning. He provides clear explanations and personalized guidance that make complicated decisions much easier to understand. His support helped turn confusion and anxiety about retirement accounts into confidence and clarity. Highly recommend.
Relationship to Financial Advisor: Client as of Nov 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 19, 2025
Jimmy is an excellent advisor! We have been using him for many years.
Relationship to Financial Advisor: Client as of Nov 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 16, 2025
Relationship to Financial Advisor: Client as of Nov 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 16, 2025
Relationship to Financial Advisor: Client as of Nov 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2025
Relationship to Financial Advisor: Client as of Nov 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2025
Relationship to Financial Advisor: Client as of Nov 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2025
Very reputable company
Zach Meyer was professional and well versed in the diff plans availble to me
would highly reccomend
Relationship to Financial Advisor: Client as of Nov 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2025
Zack Meyer has been exceptional—knowledgeable, responsive, and genuinely committed to my goals. He makes complex decisions easy to understand and provides personalized guidance that gives me confidence in my financial future. Highly recommended!
Relationship to Financial Advisor: Client as of Nov 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2025
Jim and Zach are very knowledgeable advisors. They have helped me tremendously throughout the years. I highly recommend them.
Relationship to Financial Advisor: Client as of Nov 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 13, 2025
Zach Meyer has been helping us for the last 2 years navigate Medicare insurance. He has proven himself to be very knowledgeable always keeping our best interests as his priority. I would highly recommend him.
Relationship to Financial Advisor: Client as of Nov 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 13, 2025
An excellent mentor and trainer!
Relationship to Financial Advisor: Client as of Nov 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 13, 2025
Relationship to Financial Advisor: Client as of Nov 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 13, 2025
Zack Meyer - Always provides me with the very best advice and informs me of all the details necessary for me to make a sound decision on my investment and insurance options. Zack has a strong work ethic that encompasses integrity, trustworthiness and compassion. I highly recommend Zack Meyer to assist you with your investments and insurance needs.
Relationship to Financial Advisor: Client as of Nov 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 10, 2025
As a mentor and a Leader, James is the best Financial Advisor !!!!
Relationship to Financial Advisor: Client as of Nov 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 9, 2025
Relationship to Financial Advisor: Client as of Nov 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 8, 2025
Relationship to Financial Advisor: Client as of Nov 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2025
Relationship to Financial Advisor: Client as of Nov 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2025
Relationship to Financial Advisor: Client as of Nov 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2025
James is a consumate professional, whose vast product knowledge and expertise allows him to both serve all his clients' current needs and be a helping guide for their future goals as well!
Relationship to Financial Advisor: Client as of Nov 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2025
Relationship to Financial Advisor: Client as of Nov 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 5, 2025
Relationship to Financial Advisor: Client as of Nov 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 5, 2025
Relationship to Financial Advisor: Client as of Nov 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 2, 2025
Jim is awesome at that he does!!!
The best !!!
Relationship to Financial Advisor: Client as of Nov 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 2, 2025
James is very easy to deal with and a great listener!!!!
Relationship to Financial Advisor: Client as of Nov 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 31, 2025
Jim is one of my favorite people. He has helped me and my husband an incredible amount over the past 8 years. Jim is a standup guy and a professional.
Relationship to Financial Advisor: Client as of Oct 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 31, 2025
Needed some guidance with Medicare and met with Jim. He explained everything and gave me some great advice & changed my thoughts about a Supplement plan vs a Medicare advantage plan. There wasn't a fee for this meeting and it was extremely helpful! Thank you Jim!
Relationship to Financial Advisor: Client as of Oct 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 29, 2025
Relationship to Financial Advisor: Client as of Oct 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 29, 2025
James is just wonderful and very helpful and super friendly!!! I recommend him to everyone.
Relationship to Financial Advisor: Client as of Oct 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 28, 2025
Very nice to work with..
Relationship to Financial Advisor: Client as of Oct 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 28, 2025
A knowledgeable and supportive professional who played a key role in my development
Relationship to Financial Advisor: Client as of Oct 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 26, 2025
Relationship to Financial Advisor: Client as of Oct 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 26, 2025
Excellent professional broker.
Relationship to Financial Advisor: Client as of Oct 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 24, 2025
Relationship to Financial Advisor: Client as of Oct 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
James made a complex process really simple. Great way to handle our first Medicare enrollments.
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
James is a life saver! His knowledge of the Medicare process made switching to Medicare extremely easy. He was always available and ready with the answers I needed to make appropriate decisions.
Thank you, James!
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
Working with James has been an excellent experience. He took the time to understand my financial goals and created a clear, personalized plan that made everything easy to follow. I feel more confident about my future and truly appreciate their honesty, patience, and expertise. Highly recommend!
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 21, 2025
Relationship to Financial Advisor: Client as of Oct 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 21, 2025
Jim is the best in the business. He’s very professional, he’s friendly, and very reliable. I’ve dealt with other advisors in the past and he’s by far the best in CT. Highly recommend.
Relationship to Financial Advisor: Client as of Oct 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 21, 2025
Jim is an exceptionally knowledgeable and experienced wealth and retirement planner. His deep understanding of financial strategies, retirement income planning, and wealth management makes him a trusted advisor to both clients and colleagues.
Relationship to Financial Advisor: Client as of Oct 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 19, 2025
Relationship to Financial Advisor: Client as of Oct 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 19, 2025
Relationship to Financial Advisor: Client as of Oct 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 15, 2025
Relationship to Financial Advisor: Client as of Oct 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 15, 2025
Relationship to Financial Advisor: Client as of Oct 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 15, 2025
Relationship to Financial Advisor: Client as of Oct 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 14, 2025
Relationship to Financial Advisor: Client as of Oct 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 9, 2025
Jim is an awesome and great person!!
Relationship to Financial Advisor: Client as of Oct 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
From my experience with Jim I can tell he’s solid person, he is easy to talk to, respectful, and genuine. From what I gathered You can tell he truly loves what he does; it’s not just a job to him, it’s something he enjoys and takes real pride in. His passion and positive attitude really stands out. Definitely a good guy that I would recommend to anyone and they will thank me for doing so. Thank you Jim
Relationship to Financial Advisor: Client as of Oct 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 5, 2025
Relationship to Financial Advisor: Client as of Oct 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Jimmy is extremely knowledgeable and takes the time to clearly explain the Medicare enrollment process. He is always available when you reach out and has been very helpful whenever we’ve had Medicare questions, providing informative answers and guidance. When my mother was first diagnosed with cancer, we asked him insurance questions and he went out of his way to provide us with helpful information even though she wasn’t his client. He consistently goes above and beyond for the people he works with. I would strongly recommend him to anyone.
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
If there was more than a 5 start review....I would have selected it!
James was a god send in helping me understand what I found to be a semi-confusing medicare enrollment process.....with the parts A, B, C, D - what was covered by Parts A&B - what was not, etc.
He patiently walked me through understanding medicare Parts A, B, C, D and answered all my MANY questions.
He explained the steps I needed to take to complete the medicare enrollment processs - without making me feel like an idiot for not already knowing this.
James enrolled me in a medicare supplemental plan Parts C and D that was a perfect-fit for me - no pressure trying to have me enroll in a higher premium plan that I did not need - like others.
But I think the best thing about James is he will be my first point of contact with any issue I may have with Medicare Parts A, B, C & D. Others? Pretty much said I am on my own deailing with either Social Security or my medicare supplemental plan insurance company.
James made me feel like I mattered and was not just another social security number!
Thank you James!!!!
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Jim came over to help me with getting my Medicare plan set up.Jim was very pleasant and informative he explained everything in terms that I could understand. I would recommend him to anyone looking for an informative in’s broker.
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
I would give Jim 10 stars if I could!!! He is very knowledgeable and helpful.
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 19, 2025
Jimmy Beyer is the most trustworthy and contentious advisor in the business.
Relationship to Financial Advisor: Client as of Sep 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 9, 2025
Relationship to Financial Advisor: Client as of Sep 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 9, 2025
Relationship to Financial Advisor: Client as of Sep 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 8, 2025
Super professional and excellent at what he does. Highly recommend!
Relationship to Financial Advisor: Client as of Sep 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 31, 2025
It is wonderful to be able to confidently recommend Jim to my connections. It is important to have a team of professionals who you can trust to do the right things for the right reasons, and Jim is that kind of professional. I have never had a client give poor feedback after meeting with Jim. Time and time again, Jim's clients tell me that he saved them money and helped them make sense of their retirement-oriented insurance and financial planning.
Relationship to Financial Advisor: Client as of Aug 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 27, 2025
Relationship to Financial Advisor: Client as of Aug 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 23, 2025
Relationship to Financial Advisor: Client as of Aug 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
JAMES IS THE BEST,..I'VE BEEN GETTING INSURANCE WITH HIM FOR YEARS AND AM VERY SATISFIED
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
It was a delight to work with James Breyer … He was extremely knowledgeable… I would recommend him to anyone exploring Medicare options.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
I had the pleasure to work with Jim several years ago. He was highly professional and respectful. He answered any and all questions that were raised with collected understanding and educated on how best to resolve concerns and meet goals. One thing that has always stood out to me about Jim is that he never stops learning and researching how to beat help his clients. I wholeheartedly recommend Jim to anyone.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
Very professional and knowledgeable
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
Best experience ever!
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
Jim is a trustworthy guy, very knowledgeable. Great sense of humor as well!
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
James is a great guy and always has a smile on his face. We will recommend him to anyone!!!!
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 13, 2025
It truly is hard to find someone like Jimmy! He is great at his profession and I trust him fully.
Relationship to Financial Advisor: Client as of Aug 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 13, 2025
Relationship to Financial Advisor: Client as of Aug 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 12, 2025
Relationship to Financial Advisor: Client as of Aug 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 12, 2025
James has helped me and my family out greatly. He is an expert in the field of finance and healthcare.
Relationship to Financial Advisor: Client as of Aug 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 12, 2025
Jimmy cares about his people and goes above and beyond for every client. He knows his stuff and if want to secure your family’s legacy, give him a call today!
Relationship to Financial Advisor: Client as of Aug 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 10, 2025
Relationship to Financial Advisor: Client as of Aug 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
I have known James for many years. I have entrusted him to assist my family and friends with retirement planning advice. He is trustworthy, and gets back to those he helps in a timely fashion. He is one of the best at what he does in the country.
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 3, 2025
I have been working with James Beyer & Zack Meyer for over 10 years…they are wonderful and very helpful…..I would recommend them for any of your financial needs!
Relationship to Financial Advisor: Client as of Aug 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 1, 2025
Relationship to Financial Advisor: Client as of Aug 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 1, 2025
I can’t imagine anyone else helping me thru the Medicare process. Jim goes the extra mile explaining everything to you . He’s answered every text, every phone call. He truly is great man !
Relationship to Financial Advisor: Client as of Aug 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 27, 2025
Great person to talk to about retirement
Relationship to Financial Advisor: Client as of Jul 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 27, 2025
I met with Jim recently and he knows what he’s doing. He helped me with retirement planning. I’m not sure I could have navigated this process without him.
Relationship to Financial Advisor: Client as of Jul 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 27, 2025
Very informative meeting with Jim as I’ll be 65 next year and just planning ahead. Answered all my questions and didn’t feel rushed. Thanks Jim!
Relationship to Financial Advisor: Client as of Jul 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 23, 2025
James is an expert and very professional!
Relationship to Financial Advisor: Client as of Jul 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 22, 2025
Wealth of knowledge and unbreakable ethics... This is the guy/team you want handling yours and your familys assets and future!
Relationship to Financial Advisor: Client as of Jul 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 22, 2025
Jim Bayer has many years of experience when it comes to helping clients make the most of their own money. Highly recommend giving his office a call to at least explore what they may be able to do for you!
Relationship to Financial Advisor: Client as of Jul 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
4 Stars
✅ Wealthtender Certified Advisor Review™
Jul 15, 2025
James is very polite, informative, as well trustworthy. I am sure I will meet with him again to help me plan for my retirement.
Relationship to Financial Advisor: Client as of Jul 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 9, 2025
Relationship to Financial Advisor: Client as of Jul 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 7, 2025
Working with James on his new headshot portraits was an absolute treat. He worked with me as a fellow professional on equal footing. He was punctual for his session. His outfits were impeccable; freshly dry-cleaned and ironed. He was ready to collaborate. Clients like James are a boon. If you ever get an opportunity to work with him, you'll find him to be friendly, enthusiastic, knowledgeable and confident. I look forward to working with him again in the near future. Thank you, James!
Relationship to Financial Advisor: Client as of Jul 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 29, 2025
Jimmy delivers truly professional financial planning services as well as assistance with enrollment of Medicare and social security for myself and husband. I’d happily recommend him to anyone wanting personalized retirement services.
Relationship to Financial Advisor: Client as of Jun 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 29, 2025
Relationship to Financial Advisor: Client as of Jun 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 29, 2025
Jim is patient ,kind ,knowledgeable and a gentleman. I highly recommend him.
Relationship to Financial Advisor: Client as of Jun 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 27, 2025
I’ve been working with Jimmy for a couple of months, revamping my financial portfolio as I move towards retirement. He has been so kind, listening to stories about my children, and how important all these decisions are to me, for their future, as well as mine. He has been helpful and compassionate as we work through the decisions I need to make (and my tears along the way). He is knowledgeable about his product, and I’m feeling confident in thinking that I can retire! That’s something I really couldn’t envision before. It’s exciting to think about and I feel like I’ve found someone who’s going to help me get there. Thank you Jim!
Relationship to Financial Advisor: Client as of Jun 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 24, 2025
Jim is very thorough and efficient. He has done a great job for me and I trust him completely.
Relationship to Financial Advisor: Client as of Jun 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 24, 2025
I've known Jim for many years. He is an expert in the field of financial and retirement planning. You can trust him to do what's best for you.
Relationship to Financial Advisor: Client as of Jun 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2025
Jimmy makes investing simple to understand and is patient with my lack of knowledge!
Relationship to Financial Advisor: Client as of Jun 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 15, 2025
I’ve been working with Mr. Beyer for 2 years since I decided to retire. We met recently to help me navigate Medicare. Truthfully, he makes everything a painless process, which can be extremely challenging if you’re on your own. Doesn’t try to push you in one direction or another, just helps you make the best decisions for your situation. No one else I would trust to do this. Highly recommend 😊
Relationship to Financial Advisor: Client as of Jun 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2025
James is very personable , he helped us with our retirement greatly. We recommend him to our friends and family...all the time !
Relationship to Financial Advisor: Client as of May 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2025
James helped us out with our retirement planning recently. I'm not sure what we would of done without him!
Relationship to Financial Advisor: Client as of May 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 20, 2025
Relationship to Financial Advisor: Client as of May 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 18, 2025
We had a very productive and thoughtful experience meeting and doing business with James. He was extremely thorough and helpful. Made us feel more comfortable about turning 65!
Relationship to Financial Advisor: Client as of May 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 13, 2025
Relationship to Financial Advisor: Client as of May 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 11, 2025
Relationship to Financial Advisor: Client as of May 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 11, 2025
When I started thinking about retiring I was referred to James by a good friend and colleague of mine. He is an expert in the financial world. He helped me very much with income and financial planning.
Relationship to Financial Advisor: Client as of May 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 6, 2025
Jim is quick and efficient solving problems. I'm glad to have him in my corner.
Relationship to Financial Advisor: Client as of May 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 15, 2025
Relationship to Financial Advisor: Client as of Apr 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 14, 2025
I’ve had the pleasure of working with James Beyer and can confidently say he is an outstanding financial advisor. His attention to detail is exceptional, and he consistently goes above and beyond to support both clients and colleagues. James is not only knowledgeable and reliable, but he also brings a thoughtful and approachable attitude to every interaction. I highly recommend him to anyone looking for a dedicated and trustworthy advisor.
Relationship to Financial Advisor: Client as of Apr 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 8, 2025
Relationship to Financial Advisor: Client as of Apr 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 5, 2025
I had the pleasure of communicating with James Beyer recently. I had several financial questions and need clarification on a few things. Jimmy was super patient, listening to my many questions and was able to answer them all. He also guided me further on where, locally, I can reach out to move forward. I am so happy I was referred to him by a friend and can not thank him enough for taking the time to help me.
I was able to move forward with my needs. I highly recommend Jimmy for any financial needs you may have. Truly an asset to the company.
Five ⭐️ ⭐️⭐️⭐️⭐️’s
Blessings!!
Relationship to Financial Advisor: Client as of Apr 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2025
James is extremely fluent in all
Investments and retirement options as well as advising us on Medicare. We would give him at least 10 stars !!
Relationship to Financial Advisor: Client as of Apr 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2025
James is a true professional. If I could give him 10 stars I would have. He knows his stuff about retirement , social security , and financial planning.
Relationship to Financial Advisor: Client as of Apr 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email [email protected] with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to [email protected] using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at [email protected] or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Please see important disclosures below awards View Disclosures
Wealthtender Awards
James Beyer received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded James Beyer with its 2026 Voice of the Client Highly Rated Advisor Award on 03/03/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 02/28/26. Although Integrity Wealth compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
Award Disclosures
Awards Admin
Cancel
Get answers to frequently asked questions regarding the services offered by James Beyer, AIF®, CLTC®
View Disclosures
FAQs
What is long-term care insurance and how does Integrity Wealth help?
Long-term care insurance is a policy that helps pay for services and support needed for daily living activities, such as bathing, dressing, or eating, if a chronic illness, disability, or aging requires extended care. At Integrity Wealth, we specialize in creating personalized long-term care insurance plans to help you protect your assets and ensure access to quality care. From evaluating your future needs to choosing the right policy, we’re here to ensure your long-term care plan aligns with your lifestyle and financial goals. Learn more about long-term care insurance
How will Integrity Wealth assist with our life insurance needs?
At Integrity Wealth, we understand that every family’s needs are different. That’s why we provide customized life insurance options designed to align with your unique goals and budget. From term life insurance for temporary coverage to whole life insurance for lifetime protection, we’ll guide you in selecting a policy that works for you. Learn more about life insurance
How can Integrity Wealth help with financial planning?
Financial planning is not just about numbers—it’s about creating a customized plan to achieve your unique goals and help preserve your assets. Whether you’re focused on saving for retirement, managing debt, or preparing for life’s milestones, a solid financial plan can serve as a roadmap for success.
At Integrity Wealth, we specialize in providing comprehensive financial planning services that are tailored to your needs. Ready to take control of your finances? Let us guide you toward a more confident tomorrow. Learn more about financial planning
Investment management can be complicated. How can Integrity Wealth assist?
Investment management is more than just tracking assets—it’s about designing a proactive strategy to achieve financial growth while managing risks. Whether you’re managing your current portfolio, planning for the future, or diversifying your investments¹, expert guidance ensures your wealth is working for you.
At Integrity Wealth, we specialize in creating personalized investment management plans that align with your goals and financial vision. Ready to take your investments to the next level? Let us guide you toward sustainable, long-term growth. Learn more about investment management
When should you start planning for retirement? How can Integrity Wealth help?
Retirement planning is more than just saving money—it’s about shaping a future that aligns with your goals and aspirations. Whether you’re just starting out or refining your current strategy, a well-thought-out retirement plan is essential for preparing for life’s next chapter.
At Integrity Wealth, we specialize in helping individuals create personalized retirement plans that account for every aspect of your financial journey. Ready to take the first step? Let us guide you toward a confident retirement. Learn more about retirement planning
How can Integrity Wealth help with tax planning?
Tax planning is more than just preparing for tax season—it’s about developing a proactive strategy to reduce liabilities, optimize savings, and work toward long-term financial stability. Whether you're an individual, a family, or a business, an effective tax plan can help you make informed decisions about your income.
At Integrity Wealth, we specialize in helping you create personalized tax strategies that align with your unique financial goals. Ready to take the next step? Let us guide you toward greater financial efficiency. Learn more about tax planning
How can wealth management services benefit me?
Wealth management is more than just overseeing assets—it’s about creating a comprehensive strategy to grow, protect, and transfer your wealth for generations to come. Whether you're planning for retirement, managing investments, or preparing an estate plan, professional wealth management helps you achieve financial confidence and long-term security.
At Integrity Wealth, we specialize in creating personalized wealth management plans designed to meet your unique financial goals. Ready to take the next step? Let us guide you toward greater financial success. Learn more about wealth management
FAQ Disclosures
Securities and investment advisory services offered through Integrity Alliance, LLC, member SIPC. Integrity Wealth is a marketing name for Integrity Alliance. Integrity Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact James Beyer at 203-278-7727. Check the background of this firm at https://brokercheck.finra.org/
