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May 2023 by Curtis Bowman
I have had several financial advisors and Jonathon is by far the best. He explains everything to you. After my first visit I knew way more about the markets and what makes them fluctuate than before. Katie in the front office is great as well. She always follows up with you and handles all of the paperwork things like a pro.
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April 2023 by sandra winkles
This is the greatest place to do business. Jonathan and Katie are so helpful when youneed help with youstocks and financial questions.
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December 2021 by Sandy Giudice
What I appreciate most about Jonathan, is that he puts technical financial terminology into plain and understandable English. I also appreciate the fact that he lets me set my "risk level" and respects my decisions without adding pressure or making me feel stupid. He and his assistant, Katie, are highly communicative, friendly, and flexible. If you ask for information or follow-up, rest assured you will get it ASAP. In addition, he has been super reassuring during this time of national upheaval and confusion because of the pandemic. If you want honest, straight-forward financial advice, go see Jonathan and Katie. You won't be disappointed.
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December 2020 by debbie b
Jonathan is absolutely wonderful. Always thinking one step ahead and explains everything clearly. I’m very confident in his decision making. Blessed to have him in my corner!
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December 2020 by H&R Fire and Safety
Jonathan has worked with our company for a couple years now and we couldn't be happier. Extremely knowledgeable, easy to work with, the best in the business as far as we are concerned.
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December 2019 by Blanche Treece
Jonathon has been great. He is always on top of market conditions and is doing a terrific job growing our investments. Highly recommend!
