There are Financial Professionals, so called “experts” and some that actually call themselves gurus... and then there is Jamie Lima. Jamie conducts himself with the utmost dignity, authenticity and integrity that I’ve never looked anywhere else for all my money management and financial planning. He has put my mind at peace because he is a human being first, and he actually cares, this is not a transaction to him, he believes in transforming lives. His impact has been felt by everyone that comes in contact with him and works with him because he follows this one single code of philosophy: Serve the client diligently, go above and beyond and always tell the truth.
It gives me great pleasure, pride, and honor to recommend his services and his abilities to anyone smart enough and lucky enough to meet him. There are Financial Professionals, so called “experts” and some that actually call themselves gurus... and then there is Jamie Lima. Jamie conducts himself with the utmost dignity, authenticity and integrity that I’ve never looked anywhere else for all my money management and financial planning. He has put my mind at peace because he is a human being first, and he actually cares, this is not a transaction to him, he believes in transforming lives. His impact has been felt by everyone that comes in contact with him and works with him because he follows this one single code of philosophy: Serve the client diligently, go above and beyond and always tell the truth.
It gives me great pleasure, pride, and honor to recommend his services and his abilities to anyone smart enough and lucky enough to meet him.See more
