Exceptional Financial Advisor
We have been with Joe since he started his business 20+ years ago, over the years his advise has been bang on and we have profited from him. When questions arise he has been both available and accommodating to our needs.
We have our yearly sit down reviews but he has always accommodated thru email, video chat or phone call when requested. We have recommended Joe to friends and family whom have also spoken highly of his integrity and knowledgeable advise.