PTM FINANCIAL

Wisdom, Expertise, and Integrity. James is careful, considerate, and always looking for growth opportunities balanced by secure diversification. He and his staff have consistently taken great care of us over the years always with a personal touch. We highly recommended them.
Dec 2nd, 2023

We could not ask for more and we feel fortunate. My wife and I appreciate the frequent communication, the solid counsel, early insights, and very sound options that have been recommended for us during our partnership. We have skillfully navigated through good economic times and bad, including the Global Financial Crisis of 2008, more recent monetary policy changes, and many other events in between.
Dec 1st, 2023

Truly Exceptional ! My financial advisor provides personalized attention that makes me feel like I'm his only client. He has the unique ability to explain market forces in lay terms that even I can understand. From the start he explained a clear strategy to achieve my goals. My expectations have been exceeded by far and I highly recommend him without reservation !!
Nov 26th, 2023

From building our business to planning our retirement, we have had a sense of comfort and security thanks to our partnership. We have been fortunate to be professionally guided through our financial journey by an advisor who possesses a wealth of knowledge that he uses to strategically build, guide, and adjust plans to meet our goals
Nov 22nd, 2023

We would never consider having anyone else handle our investments. The staff is nothing less than amazing and we trust all of them life family. They are available for questions and when changes need to be made and while being professional; they are so friendly and a pleasure to deal with. They make us feel like we are the most important client. We would never hesitate to refer them to any of our friends or family. Carole and Dave D. 23-Year Clients
Nov 21st, 2023