A great financial advisor
✅ Wealthtender Certified Advisor Review™
John is personable and easy to talk to. He is always prepared for our meetings and offers flexibility for easy scheduling. John provides financial information in a detailed manner, suggesting ways to improve our financial status relative to our personal situation. He always has the client's best interest in mind, answering all questions.
Relationship to Financial Advisor: Client as of Oct 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Reviewing my retirement plan
✅ Wealthtender Certified Advisor Review™
I have been working with John for last quarter.
He is very personable and takes time to answer all questions so I understand what’s affecting my funds. Also to provide alternatives that I may want consider.
Makes me comfortable
Relationship to Financial Advisor: Client as of Oct 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Just what I was looking for.
✅ Wealthtender Certified Advisor Review™
I've been a client of John Piershale for almost three years and have been very pleased with his service.
He's everything I was looking for in a financial planner and more. He takes the time to provide in depth explanations of the market from both a historical perspective and the current performance so I have a better understanding of how and why of market behavior.
He also provides a detailed explanation of each of the positions in my portfolio and why they are best suited for my particular investment goals. And he has great patience when I ask questions, offering clear answers until he's certain I understand.
And finally, John is a decent human being. He's genuine and I feel, trustworthy. I intend to continue our working relationship for years to come.
Relationship to Financial Advisor: Client as of Oct 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Third Quarter Review
✅ Wealthtender Certified Advisor Review™
John is always prepared for our meetings. He has questions written down and notes to share. He always explains in layman terms and will go into deeper explanation if asked. I feel comfortable and safe having John look after my holdings.
Relationship to Financial Advisor: Client as of Oct 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
John is extremely knowledgable and keeps us updated on our accounts.
✅ Wealthtender Certified Advisor Review™
We have worked with John for many years and followed him even when he changed investment firms. We especially like how he shows us the current as well as past investment trends. We feel very comfortable that John is watching out for us. We highly recommend him to anyone needing financial advice!
Relationship to Financial Advisor: Client as of Oct 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.