“I firmly believe in the saying that no one manages or cares for your money like yourself. However, after working with James Longstreet for five years, he has shown me with his actions and attention to detail that if there was someone I would let fully manage my money it would be him. I like to be in control and hence why I still manage my investments but with a lot of advising and recommendations from James. I have purchased various products from James, with more than one repeat purchase on several products. James has also advised my wife and I about our insurance needs, and my toddlers insurance needs. He understands that these decisions take some time and is very patient during these conversations. James is polite, concise and assertive where needed and he asks the right questions. He’s offered alternatives to health spending accounts and travel insurance and is always looking to help and improve what I have. Overall, James is a wealth of knowledge, and I would recommend James for financial advice, insurance and whatever your needs are. I have no doubt he would either know or point you in the right direction.”

“I have worked With James Longstreet for many years. I have found James consistent in all areas of our business relationship. He is reliable and honest which I appreciate. He makes sure that I know all the details  so I can make the correct decision as to my finances.

Thanks James for all your hard work and patience with my procrastinating with decisions.”

“James Longstreet of Fivefold Wealth Management has been my Financial Advisor for over four years. It has been a wonderful experience working with James as he is extremely knowledgeable and he has helped me and my family to put a plan in place that helps us to sleep very well at night knowing that our financial future is secure. In addition to being a great advisor, James has also become a great friend to our family and we are very grateful for this relationship.”

“My wife Susan and I have been working with James Longstreet of Fivefold Wealth Management for many years, and we have been blessed to have him as our financial advisor. James has always taken the time to listen to us and to understand our needs and discuss our long-term goals, and he has helped us to put a plan in place that has given us confidence and peace in our financial future, especially considering the uncertainty in the world we are all living in. James is extremely knowledgeable about the global economy and the risks that we are all facing as investors today. We have developed a wonderful relationship and friendship with James over the years, and we cannot recommend him more highly.”

“James Longstreet of Fivefold Wealth Management has been our financial advisor since August 2014. He has always offered sound financial advice based on our investment objectives as well as our personal needs. He keeps in regular contact with us and provides us with ongoing financial advice as our needs and markets change. He takes the time needed to fully explain our options and to guide us in an appropriate direction. We are particularly impressed with his positive friendly attitude and attention to detail, accuracy when tracking and documenting transactions or just following up on general discussions.

We feel as though he truly cares about our family, our finances, and our future.

We would highly recommend James for any of your financial or investment needs.”

“James Longstreet has been our investment advisor for over 5 years and we have found him to be diligent, pains-taking and willing to go beyond the call of duty in order to give the best, up-to-date advice on investment options open to us. We have found James to be very honest, personable and caring, especially with clients who may be novices in the area of financial management. We highly recommend him.”

“We have worked with several financial advisors over the years, and James stands out as the best by far. James consistently takes the time to understand our goals and explains every step of the process in a way that makes us feel confident and informed. His attention to detail and personalized approach makes us feel like we’re in great hands. If you’re looking for someone who genuinely cares about your financial well-being, James is the advisor to go with.”