See what our clients have to say about us.

We have had the pleasure of knowing Jim for 30+ years. He has managed our finances with professionalism and integrity. He is very knowledgeable and always answered our questions in ways we could understand.     

He has invested our money with great care to allow us to enjoy our retirement years. We have always had the greatest confidence in his decisions and he has never let us down.    


In addition to being our financial advisor, we consider him a good friend.

I started to work with Jim about 5 years ago. We discussed what my short and long term goals were for retirement. I wanted financial security with minimal risk while providing me with an income stream that addressed my needs. I retired 2 years ago and all is going according to plan. It is nice to not worry about stock market fluctuations and know that the retirement money I worked hard for is not at risk.

I have known Jim for 20+ years and have referred him to many friends and family. That statement in and of itself should be enough to prove that I trust Jim implicitly, with my money, my retirement planning and my friends/family. Jim is the only financial advisor I’ve ever had who follows up with his clients minimally on a yearly basis to ensure your money is in the best policies possible. Before Jim, I invested with other planners, who once they had my funds, never contacted me. Another asset!

Jim truly understands his clients’ points of view and needs. For example, when my husband was alive, the three of us would sit together to plan, but my husband ‘got the ‘math’ and understood the financial language of his proposals; for me, not so much. It was like listening to a foreign language. Now that I’m widowed, Jim has been invaluable in helping me navigate my investments. He knows he must put all financial proposals in plain English and cut to the core of what he suggests and why, both for the short and long-term. I love that he ladders my income feed, which provides me peace of mind for the future.



 Additionally, he is a full-service person. Anytime I have a question he is always available and returns phone calls promptly. Best of all, he is empathetic, quick-witted, and down to earth. When he says a person doesn’t have to have lots of money to invest with him, he means it! If you don’t believe him, he won’t be pushy, he’ll understand. Trust me, he is worthy of your confidence in his skills. Jim is not only my financial guru, but also my friend!

I would like to express my sincere appreciation to James Merklinghaus Financial Services Professional for all his hard work with educating me concerning retirement investment options in depth. Jim always followed through making sure my comprehension of each option was thoroughly understood. I’d like to recognize your outstanding knowledge,professionalism and kindness while working tirelessly with me. Jim is easy to contact and ask any questions I may have.