Poindexter Financial Group Inc: James M. Poindexter

Reviews, get directions and contact details for Poindexter Financial Group Inc: James M. Poindexter

Address: 1965 Commerce Center Cir #D, Prescott, AZ 86301, USA

Phone: (928) 443-5542

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State: Arizona

Zip Code: 86301

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Reviews

I have known and have been a satisfied client of Jim Poindexter and staff for the past 6/7 years. He is an honest and very professional financial  planner. He oversees my personal business and financial plan and I have found him to be most influential regarding my financial decisions in reference to my investments and estate plans. I have been very happy and satisfied with our business relationship and heartily recommend Jim to anyone searching for assistance in this most difficult financial environment in which we live.
Ronald Kelley

 9 years ago (15-09-2016)

I have been a happy and satisfied client/friend of Jim's for 14 years.  Jim is a hard working and very honest person.  
If you want an excellent Financial Planner that will spend the time with you for your financial goals, you cannot do better than Jim and Sheila.

 9 years ago (22-09-2016)

We were looking for some help with managing our investments and decided to sign up for a class that Jim did at Yavapai College. He helped us understand how we could retire from teaching with only minimal change in our income. On his advice we sold commercial property and  purchased different commercial property through a 1031 exchange. For the past 4-5 years we have seen a very high yield on that investment. 

If we need extra money for a trip or to purchase a new car, Jim lets us know the best source of assets to use. We trust Jim and his assistant Shelia with the handling of our finances. Their courteous service, careful handling of information, and fast action have made our relationship fun, educational and prosperous.

Poindexter Financial Group has steadily guided our family with everything from advice on property acquisition, to how to afford college payments, to increasing our monthly income. We would strongly recommend Poindexter Financial Group to anyone looking for sound financail advice..

 9 years ago (21-09-2016)

We have worked with Poindexter Financial Group for about 20 years and are very satisfied with service and we have confidence they understand our goals and needs. Jim and Sheila are always available when we need them. We have lived in another state the past 6 years and have continued to be satisfied.

 9 years ago (14-09-2016)

Jim and Sheila have performed an outstanding service for me in handling my financial affairs.  Jim is thorough, creative and ease to work with.  Sheila, his administrative assistant, provides expert assistance in making sure that the i’s are dotted and the t’s crossed in every transaction that Jim performs.  I would recommend their services to any and all people looking to simplify their financial affairs.

 9 years ago (14-09-2016)

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