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June 2024 by James Keenan
I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking.
JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning.
If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.
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September 2023 by Bridget Guidry
We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future. We look forward to working with JB in the years to come and would absolutely recommend him to others.
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August 2023 by Ryan Aruck
My wife and I have been working with JB for almost 4 years now. We have been through a pandemic, weak and strong economies, and a couple of employment changes. Along the way, JB has been nothing but supportive in our decisions and helping us both exceed our retirement and kids savings goals. Available at the drop of a hat, we always feel confident that when we make a financial decision, he will be honest and provide both the pros and cons. From someone who was very intimidated to send his hard earned dollars "away", I could not recommend JB enough to help meet your financial goals.
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August 2023 by Asaf Poran
I've been working with CWM and specifically Julian for over two years now, and I can't recommend him more highly. He is attentive, available, clear, and very patient. He is always honest about what he thinks is wise or unwise, but not judgmental, allowing me to make my own choices. CWM allows great transparency into my account with them, which is very helpful. At the onset, Julian said to me he enjoys most accompanying his clients through life and helping build their financial future, while building a long-term relationship, and it's been clear that he makes every effort to realize this vision.
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June 2023 by Abraham Gonzalez
JB is an amazing FA. Be it that my wife and I were new to investing he took the time to explain so that we can make informed decisions. Both my wife can't say enough about his expertise and availability to answer questions when needed. You can't go wrong when you have JB on your side.
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June 2023 by Alex Rawson
JB has been our financial advisor for 8 years or so, and I recommend him to all of my friends and family. He's the full package - professional, knowledgeable, courteous, and honest. Stop reading reviews and just call him. You won't regret it!
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May 2023 by Alyssa Baker
I have worked with JB for years and he is extremely knowledgeable and helpful. He has been incredibly helpful in making sure my family has what we need to be financially secure. I recommend him highly!
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January 2023 by Kathryn Colleran
I have been working with JB for almost a year now. As someone who knew very little about investments, retirement, and finances in general, I knew enough that I needed guidance. JB is exceptional at explaining options, preparing me for my financial future, and helping me feel in control. I highly recommend him for anyone who feels they want to be better prepared for the future and doesn’t know how to start.
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August 2021 by Aaron M.
We have been working with JB for a couple of years now. He is extremely knowledgeable in all financial matters, and he has given us advice/guidance in many areas including 401k/IRAs, HSAs, 529 plans, insurance, estate planning, real estate, mortgages, and even taxes (JB actually corrected a financial tax error that my CPA had made!). He devised an investment strategy for us tailored to our specific short- and long-term goals which has to date performed excellently, both in an absolute sense and relative to the indexes. JB does an amazing job at making you feel you are important to him. More than once he has emailed me out of the blue when he has run across an opportunity specific to our plans. He encourages questions and does an excellent job of addressing those questions in short measure. He has exceeded all of our expectations, and I absolutely recommend him to others looking for help with their money.
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July 2021 by Kayla Comalli
JB has been invaluable throughout a highly sensitive acquisition with my startup. His professionalism, experience, and commitment to my preferences qualified as going above and beyond the line of duty. In addition, his advice re: areas from house purchases to high risk asset-backed loans has kept me on track with a fantastic value:safety ratio. Highly recommend.
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July 2021 by Robert Saunders
JB has been handling my finances for years, working with me to meet both near term expenses and long term goals. From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.
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June 2021 by Annalisa Oswald
I've worked with Julian for years and he has helped me in so many areas of financial planning. He helped organize my portfolio of many rolled over 401Ks, walked me through some big financial changes, plan for retirement and save for a home. Throughout, he has been a trusted advisor every step of the way. I cannot say enough good things about him and his services. He explains everything in detail and makes you feel empowered about money and your financial future. Highly recommend!
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September 2020 by CrossFit Prosperity
Concierge Wealth Management helped guide me with retirement planning for my small business. JB is always available to help and has helped me save and feel confident about investing.
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September 2020 by Meghan Johnson
I've worked with Julian for the past 2 years. His service has been exceptional; he is easy to get in contact with and is always professional. Highly recommended!!
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September 2020 by Ariana Morris
Excellent service. Highly recommend
