Reviews of Poindexter Financial Group Inc: James M. Poindexter (Financial Consultant)

Robert Till

I have been a client of the Poindexter Financial Group for the past few years and have appreciated the knowledge and careful attention that Jim and his staff bring to the task of financial guidance. I will be retiring soon and have confidence that my portfolio is in good hands.

Sue Kelley

I have known and have been a satisfied client of Jim Poindexter and staff for the past 6/7 years. He is an honest and very professional financial planner. He oversees my personal business and financial plan and I have found him to be most influential regarding my financial decisions in reference to my investments and estate plans. I have been very happy and satisfied with our business relationship and heartily recommend Jim to anyone searching for assistance in this most difficult financial environment in which we live. Ronald Kelley

Jeremy Darr

I called and made an appointment on January 23rd, 2019 and scheduled a meet and greet to discuss services that Poindexter Financial could offer. On the morning of the 29th, before my appointment scheduled a week later, I received a call from the nice woman I spoke with on the phone who told me that "Mr. Poindexter doesn't think the arrangement is a good fit." While I can understand that people can be busy, this decision was made without any look into my situation. I would not put my money into the hands of someone who deals with people like this.

Don Leech

I have been a happy and satisfied client/friend of Jim's for 14 years. Jim is a hard working and very honest person. If you want an excellent Financial Planner that will spend the time with you for your financial goals, you cannot do better than Jim and Sheila.

Peggi Simmons

I have been a client of the Poindexter Financial Group for a number of years - have always found them (Jim Poindexter and Sheila Zaput, Client Care Specialist) to be responsive. Jim Poindexter has offered options and guidance when presenting and selecting financial portfolios, and advice and analysis in general when dealing with market conditions.

Russell Erickson

We were looking for some help with managing our investments and decided to sign up for a class that Jim did at Yavapai College. He helped us understand how we could retire from teaching with only minimal change in our income. On his advice we sold commercial property and purchased different commercial property through a 1031 exchange. For the past 4-5 years we have seen a very high yield on that investment. If we need extra money for a trip or to purchase a new car, Jim lets us know the best source of assets to use. We trust Jim and his assistant Shelia with the handling of our finances. Their courteous service, careful handling of information, and fast action have made our relationship fun, educational and prosperous. Poindexter Financial Group has steadily guided our family with everything from advice on property acquisition, to how to afford college payments, to increasing our monthly income. We would strongly recommend Poindexter Financial Group to anyone looking for sound financail advice..

Willard Haverland

Jim and Sheila have performed an outstanding service for me in handling my financial affairs. Jim is thorough, creative and ease to work with. Sheila, his administrative assistant, provides expert assistance in making sure that the i’s are dotted and the t’s crossed in every transaction that Jim performs. I would recommend their services to any and all people looking to simplify their financial affairs.

Craig Altschul

We have worked with Poindexter Financial Group for about 20 years and are very satisfied with service and we have confidence they understand our goals and needs. Jim and Sheila are always available when we need them. We have lived in another state the past 6 years and have continued to be satisfied.