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!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.