Reviews of James Bilcox, CFP - Searchlight Financial Solutions Inc. - Sun Life Financial advisor (Financial Consultant)

Alison Hampshire

James walked me through the process of setting up life insurance, critical illness insurance, and long-term care insurance. Throughout the process, he was very professional and informative, and was able to offer various options and scenarios for me to choose from (all while keeping my budget in mind). I deeply appreciate his expertise and experience in this area and would highly recommend his services for anyone seeking financial management and advice.

ORKA Performance

We have used James to create life insurance and disability policies to ensure our coaches are covered financially in case anything happens. The process was seamless and James makes it very clear to which path you can take. He responds to matters very quickly and efficiently. Would most definitely recommend using James for any financial matters!