Wealth Development Council

Angie's List since June 2012

Not Rated| 1 Review

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Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

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RATED

06/16/2012

James Good is the most thorough and competent financial advisor I have have ever worked with. He explains stratergies and objectives completely and understandably. He keeps us informed about our investments on a regular basis and as an independent advisor, he doesn't promote the latest "hot stock" like some brokers do.

DESCRIPTION OF WORK
James Good provides excellent financial investing and estate planning advice.

CATEGORY financial advisor

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Financing planing.

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