I was introduced to Jim by my Trust Attorney and have been extremely satisfied with his kindness and patience with me in forging a path ahead for my future. This involved a lot of hand holding on...
Clear Retirement Advice
(5)
Clear Retirement Advice LLC, located in San Mateo, CA, specializes in providing straightforward guidance to help clients organize their entire financial lives as they approach retirement. The firm emphasizes that retirement life and wealth management require a unique approach to ensure stability year after year.
With a focus on clarity and simplicity, Clear Retirement Advice LLC aims to equip individuals with the tools and strategies necessary to navigate the complexities of retirement planning. Their commitment to ongoing support ensures that clients can maintain their financial well-being throughout their retirement journey.
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Reviews
We have been with Clear Retirement Advice for over 1 1/2 years, it was a tough decision o hire a financial planner, but I must say it truly has been once of the very best decisions my husband and...
We are a semiretired couple. We found Jim Schwarz through Zoe financial referral service. We are most satisfied and enthusiastic about his attention to our goals and care of our investments....

James is a consummate professional and man of integrity. As a fellow financial planner I would recommend James to anyone looking for good, independent advice for their financial situation.
Jim, from Clear Retirement Advice LLC, is truly a professional and very knowledgeable in all areas of finance, investments and is able to work with his clients on a clear road to a successful...
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