I met Jim Serano in 1981 at a seminar when I was employed by LAUSD and was immediately impressed by his knowledge and personal style. We have sustained a close relationship over the past 16 years and Jim has guided me to save money through a variety of investments, tax shelter annuities, and mutual funds.
Jim Serano was responsible for the purchase of my first home because he encouraged me to deduct money from my paychecks to put into an annuity (a very painless way to save money for a down payment). Jim also was there to guide and advise me through a divorce and helped me to secure assets to begin anew. He has also worked with me to establish an educational fund for Sara to put away money for college.
Currently, Jim has been a great support for me as I am looking for a new place to live. It is Jim who knows where I can draw money from accounts and what I can afford to spend. He has spent numerous hours helping me at this particular juncture. He is a valuable source of information, as well as a treasured friend.
I have 100% trust in Jim Serano. I don’t know what I would do without him because I am not knowledgeable in the world of financing. Jim is a wonderful source of information on up-to-date financing resources and he is always available to listen, answer questions, and offer suggestions. We have had an ongoing relationship and he guides me through making decisions because he knows what resources I have to work with and he has the ability to maximize their worth for me. Jim is always looking out for my best interest.
Jim is responsible, trustworthy, and never
too busy to help a friend in need. He makes himself available day
or night…even on weekends!!! I highly recommend Jim Serano to anyone
who wants to make the most of their money. He's the best!!!