Underhill Financial Advisors
Jim has a Mechanical Engineering degree from The University of Missouri and an MBA from the University of Pittsburgh. He is a past Board President of the Southern Arizona Estate Planning Council, a member of the Financial Planning Association, the University of Arizona Foundation's Planned Giving Professional Advisory Council, and The UofA Personal & Family Financial Planning Advisory Board.
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Sentiment Analysis
I’m sure it’s a nice company and they were responsive in communication but they don’t service portfolios under $250k in case this applies to you!
When it comes to your financial future you need someone you can trust with your investments.
Jim also sincerely cares for our family and understands how important our financial decisions are to our family's future.
Solid command of financial markets and how to navigate good and challenging times alike.
I’d definitely recommend this firm if you’re looking for something reasonably priced but more personal than the corporate giants.
Jim has a great staff, everyone is very welcoming and helpful with any questions we might have.
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