“For many years I did not have a financial advisor, as I'd had poor experiences with them. They always were too busy, and never explained things well. They always seemed very transactional. When I met Josh, I found someone who takes time to thoughtfully listen, and explain things in a way that is appropriate with my comfort level of investing. He provides the positives and negatives and has always taken ample time to help. I am way overdue in writing this review, but I've been with Josh over four years now. You'll be hard pressed to find someone as knowledgeable and personable as Josh. He is a big part of my family's success! I highly recommend him!”
Investing
Investing
Investing
“For many years I did not have a financial advisor, as I'd had poor experiences with them. They always were too busy, and never explained things well. They always seemed very transactional. When I met Josh, I found someone who takes time to thoughtfully listen, and explain things in a way that is appropriate with my comfort level of investing. He provides the positives and negatives and has always taken ample time to help. I am way overdue in writing this review, but I've been with Josh over four years now. You'll be hard pressed to find someone as knowledgeable and personable as Josh. He is a big part of my family's success! I highly recommend him!”