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March 2024 by Kathryn Marcantonio
My husband and I have been working with Jared for a few months now. It has mostly been work to get organized and in order for us to begin our financial journey, which takes a lot of work. Quite frankly, this is one of the main resons we reached out for support in the first place. Through all of this, Jared has been there every step of the way and has been a great resource for us. We are confident in Jared’s abilities. He continues to show dedication, great listening skills and mentorship in all of this. This stuff can be intimidating but Jared makes it easy.
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March 2024 by Tyler Donahue
Jared has proven to be a trusted partner and thoughtful guide on my financial journey. He's done a great job answering any questions I have and building a plan catered directly to my needs. I highly recommend working with him.
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March 2024 by joshchiappone
We have been working with Jared for the past few months. He has done a great job working with us to get our finances and information in order. The process has been very methodical which we aopreciate and he keeps it very simple and matter of fact to understand. Sometimes not having a ton of experience in investments and setting up insurances, estates and other accounts, it can be very intimidating. Not with Jared. Hes been great. We look forward to next steps!!
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February 2024 by Corrielle Caldwell
Jared is a patient and effective financial planner with his client's best interest at heart. He is helping my spouse and I make sense of what we have and is making sure that we have a clear path to follow.
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February 2024 by Carly Tansil
I have been working with Jared for the last few years and he has been an amazing advisor and friend. He took the time to understand my big picture goals and what I care about, and has applied that to how I approach my finances.I highly recommend him!
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January 2024 by Loren Dent
Jared has been wonderful to work with. He has helped my wife and I prioritize our goals and plan for our future. We highly recommend him!
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January 2024 by Jillian Morra
I am new to working with a Financial advisor and I'm so grateful that my husband and I came across Jared's company. Working with him has been such a wonderful process thus far. He has helped ease our concerns about our amateur knowledge base, educates us as needed, cares about our overall goals, and works with our busy schedules. The platform he uses is comprehensive, efficient and easy to navigate. I am really grateful we made this decision and I look forward to a long working relationship in his care.
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January 2024 by Greg Hartunian
Jared has helped me paint a path forward in my Financial wealth journey. It was overwhelming managing a full time job and trying to research how to make my money work for me. Jared breaks down next steps in easy to understand language and brings a lot of expertise to the table. Looking forward to years to come working along side him.
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January 2024 by Mark Robbins
Jared has been a tremendous asset to my fiancé' and I as we embark on this next step in our life and are looking to create a long-term financial plan together.He has shown tremendous patience as things like career changes, moves, engagements etc. have all drastically changed our situation since we first began onboarding with Jared and Capable Wealth. Through it all, he's remained attentive to developing a plan that works for us, maintaining flexibility as new life changes came into the fold, and ultimately setting us up with a clear path on what's needed to achieve both our short and long-term goals as a couple.For a first-time couple working with a CFP, Jared has kept us tremendously at ease and feeling confident about our ability to meet our financial goals. I could not recommend his services more strongly!
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December 2023 by Dakotah Cote
Jared is awesome and easy to work with. He’s set up a plan that’s achievable and gets us where we want to be in the future. The easy communication and clear instructions and great as well. I highly recommend his services to anyone looking for a financial advisor/planner!
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December 2023 by Raymond Soulard
Our experience with Jared at Capable Wealth has been a very positive one. He has done a meticulous review of both our current financial status and our future goals. We have strong faith that working with him will produce positive results. Jared is patient, funny, and quite willing to go the distance in making sure that questions are answered and comfort levels are high all around. We would recommend him in the highest, especially for those for whom financial planning is a scary topic!
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December 2023 by Liz Tortoso
I started working with Jared over 3 years ago, he has been incredible in getting my finances on track and setting me up for both my short and long term goals. He is professional and made me feel so empowered after our first meeting. He takes his time to walk me through everything, keeps me honest with a realistic full picture plan. I highly recommend Capable Wealth!
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December 2023 by Kassi Soulard
We found the topic of financial planning to be an intimidating one, but from the very first meeting with Jared at Capable Wealth, we discovered ourselves to be in very good hands. He is good at walking even those new to financial planning (like us) through to achieve a coherent and fully agreed upon plan. We look forward to working with Jared for years to come, and would strongly recommend him to others.
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December 2023 by Rebecca Evans
My partner and I began working with Jared when we moved in together and began co-mingling our finances. We had similar goals in mind, but vastly different approaches to handling money and Jared has been an excellent resource for us as we navigated this journey. We really appreciated the amount of time Jared took to get to know us on a personal level. He issued us each a survey to complete where we asked questions about our individual relationships with money, our goals, and what we would do if we learned we had only a few months to live. Our responses to these questions forced us to have some uncomfortable discussions, which ultimately strengthened our partnership and put us on a track to meet our longer term finance goals. Jared continues to be a resource to us when questions come up, or plans change and we especially appreciate how he's helping us put our money to work to build our wealth. Whether you're new to finance, have some experience, or just simply don't want to play financial advisor in your relationship, I highly recommend Jared's services.
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October 2023 by Tracie Stanfield
Jared at Capable Wealth is patient and knowledgable when answering my questions and walking me through the process of planning for the future and maximizing my present experience. Five Stars!
