My husband and I started working with Josh Ross after attending his presentation on Taxes in Retirement. He is very professional and personable. Josh has helped us to realign some of our investments to lower costs, increase return, and ensure we are positioned well for retirement. He has got us on track to create our Advance Directives and Wills. Josh is very appoachable, easily reachable, and we feel he is working with our best interest in mind.
Relationship to Financial Advisor: Client as of Sep 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.