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At San Tan Planning & Investments, we believe entirely in the power of individual choice! The Financial services industry is experiencing tremendous change, some good changes and some not-so-good changes. It's critically important that when you select a financial professional to work with, you select a true fiduciary adviser that will always protect your best interest. We believe our independence and selectivity allows us to always act with your best interest in mind when providing investment advice.
Jim has been outstanding to work with, he has been my financial planner for many years. Jim always makes sure he understands my current situation and my goals as we work through my financial plan. In several cases, he was able to help me find the right approach for my portfolio by asking questions that lead me to think through my options, and think of things I may have never thought of. Jim has gone out of his way to be there for me and my family. Highly recommended!
Jim Stoes has been wonderful to work with. I feel extremely confident having Jim secure my family's financial future. Whenever I have a question or need any help he is very quick to get back to me.
San Tan Planning and Investments has a 5 star rating with 2 reviews.
San Tan Planning and Investments might be open. It requires an appointment.