Testimonials

Testimonials speak to the character and integrity of an individual. Here you will find a few testimonials by some of Jim Zara’s clients.

I have had the opportunity to work with Jim Zara for over 4 years. Jim provides outstanding customer service and is passionate in his abilities to assist his clients. Jim has tremendous knowledge of the financial industry and has an ability to communicate that message in a manner which is user friendly and successful.

– Mike Alden, Athletic Director for The University of Missouri

I have known Jim Zara for over seven years. He has been a very valuable professional for that entire length of time. I met Jim while starting my orthopedic surgery residency at St. Louis University. He has been very thorough and professional in his dealings with me, and I have the utmost confidence in him. I have no reservations in recommending him to others for sound financial guidance. He has good judgment as a professional and is a truly decent human being.

– Mark A. Winchell, MD

I would recommend Jim Zara to any successful business person who feels they may need help in their area of expertise.

– Darrell Hindman

Jim Zara has been a trusted professional and a trusted friend for a decade. He always provides solutions based upon what is best for me and my family. My wife and I have referred a lot of our friends and associates to Jim, and we have always been happy to do so.

– Rob Naslund, Ph.D

I am writing to let you know what an outstanding job Jim Zara has done for me and my family over the past decade. Jim Zara has always been faithful in having our annual reviews and making quality recommendations when necessary. Jim always puts the needs of me and my family above his own. He is a very valuable asset to have on my side, and I wanted both Northwestern Mutual and Jim to know that.

– Thomas R. Bennett

Jim Zara has been extremely helpful to me and my family. He has allowed me to be able to sleep well knowing that my retirement funding, college funding, and insurance coverage are all in good order. Thanks, Jim!

– Gil Gross, MD

Jim Zara is a great person to seek assistance from in the insurance and investment field. He is honest, trustworthy, and always seeks to serve my needs above anything else.

– George Katinas

Jim Zara has helped me with my financial services needs for the last decade, and I have found his assistance to be extremely helpful. I would unreservedly recommend him to any fellow physician who wants to seek guidance for their financial needs.

– Hashim Raza, MD

Initially, we had many questions of Jim. We have a science background and approached financial issues with the precision and skepticism inherent to our field. We are afraid that we tortured the poor man. However, Jim patiently tutored us in the basics of investments and insurance and calmly and thoroughly addressed each of our issues (over roughly ten separate visits!). Further, he asked questions to understand our position. We are basically conservative and Jim is comfortable remaining within our comfort zone and continues to remind us of our basic position.

Personally, we find Jim has a great outlook on life and have found him enjoyable to interact with over the years. We highly recommend Jim to anyone interested in preparing carefully for their financial future. He has set us on a clear path toward reaching our overall goals.

– David & LaDeana Hillier

I have known Jim Zara since 1991 when he started his Northwestern Mutual career. I have coached hundreds of reps of the last 16 years, and Jim is by far one of the most passionate, professional, caring financial representatives I have ever met. His integrity is without question and his commitment to the best interests of his clients is beyond reproach. I would recommend him without hesitation to anyone looking for a dedicated financial services professional.

– Sabine Robinson, CLU, Development Specialist

I've known Jim for 16 years – initially as a dedicated student who managed to graduate with two college degrees, a 4.0 average, and today as an award-winning financial representative who consistently goes above and beyond to exceed the needs and expectations of his clients. And I speak from experience, as I am not only one of Jim's clients, but am also a devoted friend. I could write on about Jim's continual delivery of knowledge and expertise to benefit my financial future, but it is his unwavering dedication to communicating with me on a more than regular basis that continues to impress me. While other financial professionals might send you a card on your birthday, Jim calls you continually to discuss your financial needs … and to congratulate you on winning your first marathon or getting a new job, or to console you on the loss of a loved one. Jim's true value lies not just in the financial guidance he provides, but in the way he provides that guidance. I trust that he cares about my future and is looking out for it on my behalf.

– Dan O'Keefe, President, O'Keefe Communications, Inc.

Real truth and integrity are palpable. When he was satisfied he had invested the time required to understand our needs and goals, Jim presented options. Our finances won't be left to chance. We recommend addressing the eventualities of life now and are confident Jim Zara can guide you through the process.

– Dr. Bill Walker, President, Midwest Health Care Coding, Inc.

Testimonials may not be representative of the experience of other clients and is no guarantee of future performance or success.