Financial Advisors

My agent is Terry Baril. I found him to be very professional and helpful, available for meetings anytime I needed to ask questions, has provided me with good advice and saved me money will increasing my investments earnings. I would and have recommended him to my friends and family.

Chris offered us some great tailored advice and he was very patient. He knows what he is doing, gave us enough time, information and never rushed us. We were very comfortable making our insurance decisions based on his valuable advice. Will recommend his services and advice.

I have been an extremely happy client of Johnson Legacy (and more specifically, Jay Dowhaniuk) for ten years. I would consider Johnson Legacy to be a boutique wealth management practice for a select group of affluent clientele. By being focused in their client base I find that they are very accessible and have outstanding attention to customer service. Because they are an independent firm and not constrained by the "generic packages" that big banks offer, I feel like I have a lot of great options and flexibility in the types of funds that are available to me. Jay is an extremely honest and intelligent individual and I feel safe having my hard-earned savings under his watchful direction. As he always says to me "we are in the stay rich business, not the get rich business."

Brett and Ryan were great to work with and very knowledgeable, I would certainly recommend them! Thank you gentlemen.

David truly cares about his clients. He is straightforward, honest and knowledgeable. I recommend you place your trust in David.