Reviews
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Outstanding knowledge and advice.
Nov 5, 2025
David Klinger
When I first met Jim I knew he was the CFP I had been looking for! I not only got a wonderful CFP but a coach (I didn't know I needed) to help "US"... Read more
Nov 4, 2025
Rob K
Enough to say Jim has been like God sent for us. We are a new medical practice managed by a physician with no background on how to run a business... Read more
Aug 20, 2024
Dr. Karymar Del Valle Serrano
Spot on! Knowledgeable, Trustworthy, Timely, and Relevant!
Aug 7, 2024
Aleta Patrick
Aug 7, 2024
Gregory Flores
Jim Wyrostek brings multifaceted support as a financial consultant and life coach. The balance of the two are core to success. He’s been both... Read more
Jul 3, 2024
Leigh Byers
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