Reviews of Switchpoint Financial Planning LLC (Financial Consultant)

Ashley Smith

Switchpoint Financial has been a great company to work with. James really knows his stuff. One thing we’ve loved about our experience with him is that he is not your typical salesy financial advisor. He has very high levels of integrity and will only advise us do what is best for us with no self-interest. We regularly recommend him highly to people.

Kenra Keddington

I love how personal James is and how he keeps us informed through regular contact.

Elaine Kennedy

James is a terrific financial advisor. In choosing someone, we did quite a bit of research to find the right person, after having a bad experience with another financial advisor. We choose James, even though we live across the country. He is thorough, easy to reach and most importantly to us, honest in his dealings. James is proactive and reaches out to us with updates. We would not hesitate to recommend him.

James Rhead

James Sweeney is a very good financial advisor. He is very smart and very well educated and has a deep knowledge and understanding of financial markets. This isn't just a job for him. It is his passion and he thinks about it all the time. His approach to advising and his compensation is structured to guarantee the customer's best interests. I have been very impressed with his service and his wise advice -- especially when the markets get a little crazy. He knows how to grow your wealth for the long term. I highly recommend him.

Matthew Peel

I had an awesome experience with Switchpoint. James came to my house for a 2-hour financial "spot-check" sort of meeting--we went over retirement options, how much to put into what accounts, and basically reviewed and tweaked my financial goals and plans. He came prepared with spreadsheets based off information I gave him ahead of time, so talking about options was super easy. He's very professional and personable, and wanted to make sure I got as much as possible out of those two hours. I went away from the meeting feeling extremely confident about my future and the financial decisions I was going to be making. Awesome job.

Jason Standring

James Sweeney and Switchpoint Financial has been great to work with. James is easy to contact when we have questions, and he takes the time to explain things so we understand. I am confident that our finances are in good hands with him.