28,912Leland Reviews

As someone who already knew basic finance, maxing out tax-advantaged accounts, asset allocation, and basic risk analysis, so I wasn't looking for a beginning session. I came in wanting to know something I didn't and Jimmy delivered. He told me about Roth conversions and other tax mitigation strategies that I did not realize exists. He also planned out various potential drawdowns and really helped me understand what my retirement can look like with true statistics. Extremely grateful and highly recommend.

My friend suggested I start looking for help to understand finance and investing because I had all my money just in savings account. I looked around for a few finance professionals but Jimmy stood out as someone who's extremely competent relative to the rest. I was not disappointed. He started by asking me about my immediate, short-term and long-term goals and worked backwards to come up with investment options that matched what my needs were. He was also very straight forward and informative about the risks associated with each option, so I understand 100% of what I should and should not be expecting. Would highly recommend!

Syd is possibly one of my favorite people I’ve ever had the opportunity to work with. She’s hard working, smart, level headed, and light hearted when needed. She’s incredibly passionate and truly a bright light in this world. She shares that light wherever she goes. She’s been my friend, my sounding board, a mentor, someone willing to lend an ear, you name it. She’s the best. I’m so thankful to have Sydney in my life and am proud to know her!

I cam to Jimmy feeling completely overwhelmed by my finances. I have a decent paying job but still living paycheck to paycheck. Within twenty minutes, Jimmy helped me broke down my income and expenses and identified areas I was spending that I shouldn't be. We jointly developed a roadmap on how future spending and savings going forward. We still keep consults to make sure we're still aligned and I learn something every time!

Working with Mrs. Cohen was wonderful! She guided me through the application process easily, and her great points and advice I carried the rest of the application cycle when I was writing my supplementals. I can’t recommend her more highly!

I’ve worked alongside Melinda for years, and she’s one of the most thoughtful and effective advisors I know. She takes the time to truly understand each student and helps them turn their goals into a clear, compelling plan. She has a calm, steady approach that makes a stressful process feel manageable, and students trust her because she’s both honest and deeply invested in their success. Anyone who works with her will be in great hands.

I had the chance to meet Justin years ago while we were working together on a political campaign. We recently reconnected after I reached out to him via LinkedIn. Justin responded immediately, and we set up a call within the week. Justin was helping me during the application process and was actively sending me job postings he came across. If it wasn't for Justin, I wouldn't have landed my dream position at a small consulting firm in Boston. I cannot recommend Justin enough. We are both first-gen college graduates from the UMass system, and he was beyond helpful when I was deciding between two job offers. I still keep in contact with Justin, and he checks in periodically to see how I am doing. You cannot find a more genuine guy and you won't regret working with him!

Hands down the best consultant I've had the opportunity to work alongside. Her ability to make sense of and resolve complex issues thrown her way is unmatched. Leave it to Tiffany and you will not be disappointed!

Great Session, thank you.

Chris and I have collaborated on several endeavors and projects in the data science and AI/ML domain, including under the Data Detective LLC branding. He has always brought excellent project management, technical abilities and keen business sense to those projects. In addition, he has been able to provide technical and business insights to myself that have enriched my understanding of the projects and field in our work together. I have no doubts that Chris will provide excellent mentoring and consulting to anyone seeking it in the areas of AI/ML and data science adjacent to business. I can attest also to his use of generative AI in the domains of software development as a beta user of one of his tools he has spun up impressively fast with the use of modern agentic coding by himself. His work on that project would surely provide the background to help anyone interested in becoming acquainted in similar tooling and projects.