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Jim is a consummate professional.

In all my interactions with him, he has been amiable, knowledgeable, and patient. I can't tell you how many times our meetings went well beyond the scheduled time because I kept peppering him with questions, and he kept coming up with great answers. He shows you the numbers and allows you the freedom to respond without feeling pressured. In my experience Jim and his team are trustworthy and knowledgeable. I have been pleased with how he has helped my family feel more secure about our financial future. I highly recommend Jim without reservations.
Sky Walden

Jim is fantastic!

Although we haven't yet gotten to the bread and butter of our relationship yet, everything my husband and I have encountered so far has been fantastic.
Robyn M.

Jim is great!

He's very responsive, personable and knowledgeable. He seems genuinely interested in helping his clients set themselves up for financial success and building relationships such that he can support them for years to come.
Nicole W.


Jim has been extremely professional and patient with me....HUGE THANK YOU to him. and I still have so much to learn...BUT, I am on my way to comfortable financial independence thanks to him teaching me and showing me the way... :))))
Helen A.

Personable, and comes in with solid examples

Jim is not only professional, realistic, and approachable, he also has quite the humor and really shows you all of you options and alternatives. His messages are clear and concise and is not in the business to waste your time.
Cody C.

I want to recommend you get to know Jim Beam...

For those of you who feel like you work really hard, pay your bills, and get to keep what's left over... and there never seems to be enough left over. I want to recommend you get to know Jim Beam, the managing principal of Jim Beam Financial. I am Matthew Pillmore the President of VIP Financial Education and have got to know Jim and his strategies over the years. His strategies encompass a famous quote that " doesn't matter how much money you make, its how much you keep, how hard it works for you, and for how many generations you get to keep it." I have studied Jim's techniques and can say, he will show you how to keep more of your hard earned money, get it working for you in more than one place, and give you the confidence to know that the decisions you are making financially are sound, true and will get you to your desired goals. If you have heard Jim speak take advantage of his free coaching session. I am sure you will be impressed with how he can improve your financial position regardless of where you are.
Matthew Pillmore

Great Experience!!!! 5 STARS

I have had the distinct privilege of meeting with Jim and discussing my thoughts and plans for my financial future. He is and has always been a great pleasure to meet with and is a very knowledgeable individual and not cold and intimidating like other financial planners I've met with in the past. I highly recommend Jim for all of your financial needs and questions.
Mark T. Naples Florida

Friendly, Knowledgeable, Experienced

I contacted Jim Beam with a specific need. He set me up with the account type I needed, and helped me develop a financial plan to suit my personal situation. He also meets with me yearly to review and help me revise the plan where needed. I have been happy with the outcome so far, as this is a lifetime journey, and Jim Beam's experience and knowledge have helped me get started and continue on the road to financial success for my retirement.
Jennifer T.

Jim made sure...

Jim made sure that my own financial background was in order before the policy I purchased was even considered. This was not prying. Jim is not out just to sell you something. It took several meetings and was worth the time and effort.
Richard U.

A Long Term Guide

One of the many things I appreciate about Jim is how well he listens. Every time we discuss my current position and goals, I don't get a scripted, sales oriented response. He wants to connect me with the best ideas, approaches and products, even if they are farther down my timeline.
Lance S.

Jim Beam: A Pleasure to Work With

Jim is knowledgeable, professional and easy to work with. He is a great source for sound financial advice and brings an objective point of view to financial planning.
Richard T.

Thanks Jim!!!

Jim is not just a insurance agent. He is a professional financial consultant. He has totally mastered his craft. He didn't try to sell me anything. He suggested a financial and a retirement goal and gave us a plan to obtain that goal. He set up my family and myself per our income, profession, size of family, business entities, etc. I still talk to Jim on a regular basis. I have and will still recommend Jim Beam. I was and am still very happy with the service Jim provides. Thanks Jim...
Expect Abundance
Scott Mitchell

Looking forward to our financial future with Jim Beam

Jim offered sound money solutions for my family and I to reach our goal of building wealth, acquiring life insurance, and saving for our future. Jim was very easy to work with and his knowledge is beyond expected. Not only did he point us in the right direction he was there to explain and include us in every step of the process and explain why the strategies we chose were best for our family. We have enjoyed working with Jim, and we look forward to many more years of working with him in the future.
Todd T.

Trust-worthy and Hard-working!

Jim and his ideas are great! He takes care of his clients like family. Highly recommended.
Alex P.

Jim educated me...

Jim educated me on the right financial solution to reach my savings and investing goals, as well as pass on my financial legacy to the next generation in a smart, tax-advantaged way.
Adam D.

We recommend Jim Beam Financial

Jim Beam has a "wealth" of knowledge, and puts his client's best interests first. we highly endorse and recommend his services.
Freddie Boz C.

Best Client Service Ever!

Very knowledgeable and patiently explains complex terms to make an informed decision without pressure.
Manny S.

Great Financial Advisor!

Jim is a very smart and educated financial advisor. I trust him completely and would recommend him to manage anyone's finances.
Kevin B.

Jim was great...

Jim was great to work with. He is professional, personable, and very knowledgeable. Several members of my extended family are now working with him too. It's totally worth your time (and financial future) to reach out to him!
Sharon B.