I became a client of James Werst in 1989 when searching for a place to invest my inheritance and my husband followed shortly thereafter upon his retirement when looking for a trusted adviser for his retirement funds. In all those years since, we have both been completely comfortable with the advice we have received during the market’s many ups and downs and have never doubted that our investments were in capable hands.

We have watched this firm grow and have always been apprised of their plans and how any changes they were making were in the best interest of their clients and we never found reason to doubt that.

Now that Jim has moved on to a well-deserved retirement we find ourselves in the very capable hands of Jesse Steffy and we look forward to continuing to work with him and his associates at Align. We find this firm and all of its staff to be extremely professional, yet warm and welcoming, and we wish them continued success.

*The statement was provided August 13, 2024 by Judith Miller who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.