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Client Testimonials

“I just want to say how satisfied I am with the service Jason has provided over the years he has managed my portfolio. His advice is always thoughtful, and he explains things clearly. Plus, he understands my personal investment needs and goals.”

"Jason came well recommended as a financial adviser to me years ago. His commitment to my family in providing one step above service and support enables me to plan for a future with confidence and trust. The service provided by him and his team has been personable, I feel my financial needs are being well cared for and I look forward to continuing a long journey to retirement and beyond."

"I have enjoyed many years of good advice and personal service including home visits from Jason. Dealing with someone local is convenient and when I call the office a person always answers the phone, not a machine."

“Jason is always available to talk to and always willing to explain things.  Even more than once!  Jason is very personable and easy to talk to.  He makes me feel very comfortable in the financial area.”

“I appreciate it when Jason just calls to check in.  We don’t have to do any management as Jason looks after our best interests.  We like that Jason actually calls back within a day and he always seems to have time for us when we talk to him.”

"Jason's annual meetings on my portfolio (and more if needed at my request) and being able to talk at anytime to Jason by phone or text about purchases and where it would be best to get the money from, trust in his advice on just things that make me nervous about the market and my financial situation. Of course the main service is the allocation of funds and where to place my money according to my risk tolerance. Over time that has proved to be a very valuable service during corrections and times when emotions try to drive my decisions. That’s when my wife is really happy we have Jason here to settle things down. Her feeling like she also can contact Jason at anytime for whatever reason is also more important then people realize."

"I feel Jason provides advice on services such wills and estates that I can't get elsewhere. Keeping me on track is the best service provided, keeping me calm when needed and even giving me a good laugh is a service he continues to provide."