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February 2024 by mike crocker
PWM has been critical to our post retirement success. Without their unique and significant support, expertise, experience, and incredible customer service we would not have reached the success level we have. We are thrilled we selected them as our financial advisor.
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March 2023 by Debra Perini
My husband and I were referred to Jim several years ago by a family member who have worked with the Parks Wealth Management team for over 10 years. From the first time we met with Jim and Jonathan we knew we were in good hands. Jim and Jonathan are extremely knowledgeable in all facets of financial investing. They pay close attention to our needs and offer sound advice as we plan our financial future. We feel comfortable knowing we have a great team of financial advisors looking out for us. Anytime we have a question or need their professional opinion they are always quick to respond. We truly appreciate everything Jim and Jonathan have done for us over the years and look forward to working with them for many years in the future. I highly recommend the talented team of professionals at Parks Wealth Management.
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March 2022 by Melissa Audige-Perkins
The entire team embodies professionalism and knowledge. Exceptional service in which you are educated, supported and guided. Highly recommend.
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March 2022 by Mike Cushny
We were having trouble managing all of our different benefits, pensions and investments and we decided to interview several financial planers in our area. After meeting with Jim and the team at Parks Wealth Management, it was clear that we had found our new financial planner. During our first meeting they listened carefully to our needs, and made notes about our goals. Jim explained his certification status and fiduciary responsibilities, and walked us through the process of their financial planning philosophy. It was immediately apparent to us that the PWM team and their approach to money management was a good fit for us because they not only listened, but they were able to address our goals in a clear and meaningful way. That was 8 years ago, and since then, our relationship has only gotten better. Even though the markets have had fluctuations, and our employment status has changed over the years, Jim has kept us on track to meet our goals, and we are now ahead of our projections, and in a very comfortable position to expand our plans for the future with confidence. It is a very good feeling to know that Jim is on our team, and I would recommend him and the entire staff at PWM to anyone who wants to feel confident and secure that their finances are in good hands.
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March 2022 by George
I’d like to thank Jim and Jonathon for their guidance and advice over the past few years. They’ve been very professional, thorough, and responsive to all of my questions regarding retirement and elder care. The forecasts they’ve provided are easy to follow and cover various scenarios. I appreciate their time and efforts and highly recommend them.
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March 2021 by A Google User
I have been working with Jim and the entire Parks Wealth Management team for over a decade. They never fail to respond immediately to questions or to give sound advice based on both data and experience. Jonathon, Jim and team are proactive in bringing advice through the toughest of times and have shown great results throughout. I couldn't be happier with their work and guidance.
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March 2021 by Gerry Gutierrez
Parks is a truly special financial advisory group. They are very personalized in their approach, extremely responsive and are great listeners. I wholeheartedly recommend Jim Parks and Jonathan Allen to all who want advice on their investments and retirement plans. Their office staff is also extremely efficient, helpful & friendly.
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March 2021 by Jack Donohue
I have known Jim Parks for many years, and always admired his authenticity and personable nature. When the need arose recently for financial advice and management, it was an easy decision to contact his team.My wife did I couldn't be happier. Jim proves to be both knowledgeable and proactive in his handling of our financial investments, and Jonathan's mastery of technology is the perfect pairing during our meetings. We feel secure in the knowledge that our financial health is in good hands. Combine that with his professional and dedicated staff and you have the perfect scenario for the feeling of comfort in the choice we made.Thank you, PWM for all you continue to do for us and our financial future!
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March 2021 by Marty Hickey
Jim and Jonathan have a great personal touch which really shows in there recommendations to us.
