Broker Check

Testimonials

Aster L., Client since 2014

Aster L., Client since 2014

Our family has had a long and positive relationship with Warner Wealth since 2014. Building a long-lasting relationship is a testament to the trust and confidence we've placed in James and his team. Having an advisor who is not only knowledgeable about financial markets but also caring and attentive to our individual goals and risk tolerance is essential in our successful long-term financial planning.

Having achieved significant financial milestones and being on track toward our retirement goals, reflects the effectiveness of the partnership we've established with James. It's clear that their expertise and personalized approach have played a pivotal role in our financial success.

Continuing to work with a trusted financial advisor like James as we march toward retirement is crucial for ensuring that our financial plans remain aligned with our evolving needs and aspirations. Here's to many more years of successful financial planning with Warner Wealth! If you have any specific questions about our experience with James and his team, don’t hesitate to reach out.

*This statement is a testimonial by a client of the financial professional as of 10/11/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Pam s., Client Since 2018

Pam s., Client Since 2018

Several years ago, when my husband passed away, I was in a position where I needed someone to help me in financial areas of my life that never needed addressing before. I needed both immediate and future financial direction to help me look to future needs now that I was on my own.

James Warner and the Warner Wealth group were wonderful at leading me to the next steps. Because of all the solid relationships they have with other advisors, i.e., Attorneys, Medicare Consulting, Accountants, etc., I was able to be advised under the Warner Wealth Group of people.

During the years that I have been with Warner Wealth, James has been attentive to my financial needs and reaches out to me to keep me abreast of what's going on in the marketplace and how it's affecting me personally. James also shows tremendous appreciation for his clients. He encourages his clients to gather together to socialize, which results in forming lasting relationships with other clients. With great pleasure, I can say that I have become a part of the Warner Wealth family.

*This statement is a testimonial by a client of the financial professional as of 10/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax legal services.  These entities and their services are not affiliated with LPL Financial and Warner Wealth. Medicare services are not offered through LPL Financial.