L & H Financial Group

Gerard R 

on Google

a year ago

Jim has been of great help to me and my wife, not only as a Financial Planner, but also as a sort-of Financial Marriage Counselor. He provided practical ways for us to improve conversations and gave us different perspectives of how to view and manage our finances ("our money" instead of "mine vs. yours"). He helped us plan student loan payments better, how to prepare finances for an eventual new house purchase, and how to budget and pay bills more collaboratively. Don't miss out - we've tried other financial planners, but... read more

joni kent 

on Google

3 years ago

Jim, took me "under his wing" and showed me that not only was I able to retire, but how easy it was going to be. Jim has been my financial planner going on 5 years now. He really listened to my concerns, how I needed things to be kept simple. He asked all the right questions, so that I was extremely comfortable. His expertise led me to the risk tolerance, that has proven over and over that it was the right call. He keeps everything current through yearly meetings, and anytime I have a question, he's readily available. E... read more

Jennifer Sallis 

on Google

4 years ago

While preparing for an important financial goal, I heard of Financial Pathways through the Dave Ramsey organization. I was warmly welcomed at Financial Pathways, and, after reviewing my needs and goals, Jim and Carlos developed a concrete financial Plan for me with regular check-ins. They were so helpful in answering my many questions. I received invaluable guidance in estate planning, insurance, risk management, and retirement. Jim and Carlos are highly-trained CFPs, super personable, and a gold standard! 

George Dolan 

on Google

a year ago

I appreciate Jim's financial advice. He has put my mother on a firmer financial footing. I recommend him to others seeking advice on planning for retirement. 

Thomas Cavagnaro 

on Google

4 years ago

I highly recommend James Kinney’s financial advisory services. He really took the time to get to know us, our needs, and our financial goals for the future. He gave us the tools we need to successfully achieve our goals, and action items to implement our plan. He’s exceptionally easy to communicate with and extremely responsive. We’ve been working with him for over a year, and we’re very happy with his services.