James Hendries - LPL Financial - Huntington Beach, California

Address: 7777 Center Ave Unit 120, Huntington Beach, CA 92647, United States.
Phone: 7147990774.
Website: jameshendries.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of James Hendries - LPL Financial

☎️7147990774

⏰ Open Hours of James Hendries - LPL Financial

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

James Hendries, located at "Address: 7777 Center Ave Unit 120, Huntington Beach, CA 92647, United States.", is a reliable and experienced financial planner and consultant. With a phone number of 7147990774, it is easy to get in touch with him and his team. The company's website, jameshendries.com, provides additional information about their services and offerings.

Specialties

James Hendries specializes in financial planning and consulting, providing personalized and effective solutions for individuals and families. With a focus on retirement planning, Hendries helps clients make the most of their investments and achieve their financial goals.

Other Points of Interest

The company's office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. They also have toilets available and recommend making an appointment for a more personalized and efficient experience. With 7 reviews on Google My Business and an average opinion of 4.4/5, James Hendries is a trusted and well-regarded financial planner in the Huntington Beach area.

Client Testimonials

Clients of James Hendries have praised his services for his attentive and personalized approach. One client stated, "Jim’s a straight shooter. He listens to what you have to say. He makes suggestions, but he doesn’t push you in any way. He’s readily available when you need him." Another client added, "We’ve had a relationship with Jim for 15 years and we are extremely satisfied with our investment performance. We highly recommend Jim to anyone with retirement planning needs."

Recommendation

For anyone looking for a reliable and effective financial planner, James Hendries is an excellent choice. With a focus on retirement planning and a personalized approach, he helps clients make the most of their investments and achieve their financial goals. Contact him today through his website, jameshendries.com, to schedule an appointment and start your journey towards financial success.

👍 Reviews of James Hendries - LPL Financial

James Hendries - LPL Financial - Huntington Beach, California

Steve Wright

5/5

Jim’s a straight shooter. He listens to what you have to say. He makes suggestions, but he doesn’t push you in any way. He’s readily available when you need him. I was pretty anxious at the prospect of putting my 401k into an LPL IRA when I retired 8 years ago, but I’ve been happy with the results so far. The office staff (Dawn and Sandra) are supportive and professional. Great job guys! SW

Hoss Weidtmann

5/5

We’ve had a relationship with Jim for 15 years and we are extremely satisfied with our investment performance. We highly recommend Jim to anyone with retirement planning needs.

Sandra Bruner

5/5

Clark B.
My wife and I met Jim Hendries about 6 years ago when were getting ready to retire. We needed some advice on 401k and life insurance. Jim responded to us very quickly and is very knowledgeable. We highly recommend him.

Jeremy Indes

5/5

My wife and I left a big brokerage firm in 2021 for more personalized service and that is exactly what we have found with Jim. Following the green line just wasn't working for us. Working directly with the owner, face to face, with our retirement and estate planning is a good feeling. I highly recommend Jim and the team at James Hendries Investments.

Jerri Brown

5/5

I have worked with James Hendries for more than 20 years and have appreciated his depth of knowledge and excellent customer service. His assistant Sandra is also very helpful any time we call. I would recommend James Hendries to anyone looking for assistance with financial planning.

Scott H

1/5

Be careful with this firm and his sneaky super smiley ways. If you like 10% total returns over the course of 10 years, you'll love this guy. That's what he told me! "Your Mom's has done well, she earned 10% on her investments". Wow, Jim, that's great? So for the last 10 years, she's made 1% per year? Yup! That's what he said, I'll never forget it. And what Jim won't tell you is that he's putting your money in all these funds that pay him on the backend. He'll move your money around left and right and he'll generate 10-15% per year on your money, but all those $$ go to him, not you. If you have any money or investments with guy, take them and run away as far as possible.

Jennifer Chuon

5/5