James Bassett is a great mind and I would recommend anytime. He has a great way of explaining and has detailed follow up. Takes advantage of the tools and knowledge combined with experience. Great financial advisor!

When my wife and I were looking for a financial advisor, the most important quality was "trust" - we needed to be sure that our advisor would look out for us and our best interests.With James Bassett, we have found an advisor who is not only capable, but also someone we can trust to act on our behalf and help achieve our goals. He and his assistant Lori are very responsive, professional and extremely good to work with. Highly recommended!

It’s was refreshing to work with a financial advisor like Mr. James Bassett. Honestly, prior to our first in home meeting with Mr. Bassett all I knew about financial advisors and planning for my retirement was I’m not ready to yet and honestly thinking about retirement in your 30’s, well at least for my wife and I was a bit overwhelming. After our appointment with Mr. Bassett my wife and I were actually, very excited to begin contributing to both of our new retirement portfolios. Having a more clear understanding of our future financial situation and being able to plan for it today has made a world of a difference for us.Thanks you Edward Jones and a very special thank you to my personal financial advisor Mr. James Bassett for helping my family and I plan for our future.

James made what felt like a daunting task very simple and smooth. With three kids in this day and age, saving for college can be a distant dream. James was able to find the products that best fit us, gave us great tips and provided really great materials that made including our family and friends in the process of college saving a breeze! His knowledge and expertise made for a great experience. We look forward to expanding with him.