Jon took time to understand our investment objectives and what was most important to us in life and retirement. He takes a holistic approach to financial planning, which includes taxes, insurance, estate planning, investments, etc. He is a good communicator and explains things in a way that is easily understood. He regularly provides updates and checks in to ensure that he understands any changes in our objectives and circumstances. He is reliable, responsive and trustworthy. If he says he will do something, you can trust that it will get done and get done right. Jon genuinely cares about his clients and their success.
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.