Working with Jordan is a huge weight off of my shoulders! When navigating financial life can feel so overwhelming, Jordan helps you to sort out every aspect of your financial life and develop strategies to achieve your goals. He is hard-working, trustworthy and passionate about helping his clients. He remains up to the minute on current financial events and how it will affect his clients. So lucky to have Jordan in my corner!

Jordan comes to every meeting totally prepared. He knows all our information both personal and financial without having to dig through notes. He digs in and does the work to get information and offers great advice. He handles all our requests immediately. I consider Jordan a friend, not just a trusted financial advisor.

Knowledgeable Clear communicator Listener Problem solver Great advice Responsive

Jordan Gilberti went above and beyond any CPA or financial advisor I’ve worked with. He’s personable, knowledgeable, and genuinely trustworthy. He delivered exactly what he said he would on time, clearly organized, and well executed. His communication was outstanding, and the follow-up plan he provided after our consultation was thorough, actionable, and easy to understand. I left the process with clarity and confidence in my financial direction. I highly recommend Jordan to anyone looking for a professional who truly does what he says he’s going to do.

I am 29 years old, and I was introduced to Jordan through another firm when he was working in the corporate world. I had Jordan assigned to me by luck and he was assigned to my family for a little over a year. When I found out he moved to another firm, I reached out to him happily paid and switched all my services. I have been through 6 CFP's and no one has had my back like Jordan. No one has been available or as responsive as Jordan. No one has put in the care about my family's financial wellbeing like Jordan. I cannot give him enough Kudos. Jordan has put my family in a position to be comfortable, weather any storm and has put confidence in my wallet. I am now expanding my personal business, working for more pointed long term and short-term goals, and am on track to RETIRE 15 years earlier than originally anticipated. Jordan Gilberti is the direction, the answer, and now is a trusted friend.

I cannot speak highly enough of Jordan and the invaluable guidance he has provided in managing my finances. Jordan has transformed what once felt unattainable into a clear, achievable path towards my financial goals. I’ve been working with Jordan for several years. From our very first meeting, Jordan demonstrated an unparalleled level of professionalism, expertise, and genuine care. He took the time to truly understand my unique circumstances, aspirations, and especially my anxieties about my finances in retirement. This personalized approach immediately put me at ease and built a foundation of trust that is so crucial in this relationship. The peace of mind that comes from knowing my retirement and financial future are in such capable hands is immeasurable. Thanks to Jordan's strategic planning and insightful recommendations, I've seen tangible progress towards my retirement financial security. He is incredibly proactive, consistently providing thoughtful advice, identifying opportunities, and adapting strategies. He is not just a planner; he is a true partner and advocate, always acting in my best interest. If you are looking for a financial planner who is knowledgeable, trustworthy, communicative, and genuinely committed to your success, Jordan is the right choice. I wholeheartedly recommend him to anyone.

Hiring Jordan to be our advisor for our young family was a great decision. He really does talk with you about your goals and how you can achieve them whatever they may be.

I've had the pleasure of working with Jordan for a couple of years. He's been the one financial advisor that I've "clicked" with. He is very supportive of my goals and aspirations and provides a good framework for how to accomplish them. He exudes class and professionalism in every facet of his business. If you are looking for someone who listens and truly wants what's best for you, Jordan would be a perfect fit. I cannot recommend him more highly, and I look forward to continuing this partnership as we move forward.

I've had the privilege of working with Jordan Gilberti for several years, and I can confidently say that he is an outstanding financial advisor. When he transitioned to Sage Wealth Group, I didn't hesitate to follow him because his expertise and dedication are unparalleled. What sets Jordan apart is his deep understanding of my personal financial goals and risk tolerance. He doesn't offer one-size-fits-all solutions; instead, he provides tailored advice backed by thorough analysis and credible resources. Whether we're discussing estate planning, investments, or banking strategies, Jordan ensures that I understand all options and feel confident in the decisions we make together. His communication is clear and timely, and he always takes the time to answer my questions, no matter how many times I ask. I feel incredibly fortunate to have Jordan as my financial advisor and plan to continue our partnership for many years to come. I wholeheartedly recommend him to anyone seeking personalized, trustworthy financial guidance.

My wife and I have worked with Jordan since 2018, when we moved to NJ and started to plan for our eventual retirement. Jordan helped us immensely in not only organizing our portfolio but planning a strategy that would help us be in a good position financially when we retire. He is easy to work with, very organized, and very professional. He checks in regularly with us to see if there is anything we need to discuss and he is available to answer questions whenever we reach out to him. I have recommended him to all my family and friends who need financial planning help. There are many firms offering this type of assistance and to be perfectly frank, not all of them have your best interests at heart. I feel very lucky to have Jordan in my corner and know my finances are in good hands.

Jordan’s services come with a wealth of experience and knowledge. His overall approach makes financial plans easier to understand, and he takes as much time as needed to answer any questions you may have. He answers emails quickly, and provides thorough recaps of meetings/updates. I trust Jordan with my financial planning and highly recommend his services to others.