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“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.”
“Joshua and the team at Ironside made this part of my house closing process extremely easy. They worked with my lender to ensure that I had the required coverage and helped me find the right terms for me.”
Life Insurance
Life Insurance
Life Insurance
“The seamless application of top notch service received from Ashley Ducrepin is unmatched. She is knowledgeable and always works on my family’s behalf to find the best quotes. If you’re looking for an agent who anticipates your needs, is honest and looks for the best deals for you. She is your go to. Thank you Ashley for your top tier service!!!”