I had the pleasure of working with John Foligno initially when he provided financial and strategic consultation in a professional context. My partners and I found his insights to be incredibly valuable, and John's creative facilitation of the process, itself, was engaging and highly enjoyable. So when I found myself in need of personal financial advice, I immediately thought of him and reached out. Again, he brought his knowledge, experience and creativity to bear on my behalf as we explored my financial situation and identified my needs and opportunities. John is an exceptional human being; he is smart and knowledgeable, but also incredibly caring and trustworthy. This is a beautiful and somewhat unusual blend of qualities when it comes to financial support. I really appreciate that I can lean on him and learn from him. I feel more secure and in greater control of my future because I know he is watching out for me. I highly recommend him to  anyone looking for professional or personal financial support!

I have worked with John for over 20 years. He has been an unsurpassed mentor, business owner consultant —and over the last few years— he and Grand Life have been our go-to financial planning advisor. John's rare blend of honor, integrity, careful active listening, and discipline is something to be cherished. If you are looking for someone in wealth management and financial planning who actually cares about you, your goals, and your family's future; you just found him.

John has been a great help. This is the guy you can trust with your money and watch it grow. Truly genuine gentleman and always watching out your back.

John is a knowledgeable financial professional. He was able to curate a plan and great advice. Highly recommend!

I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.

I've known John for nearly 20 years. He is great - not your "typical" financial advisor. More of a coach for financial success. Speaking with him is time well-spent.