“Joe has helped me immeasurably over the last 25+ years. I first worked with him at his other firm and then again when he opened his Raymond James office. Whenever I have an important financial decision to make, I usually talk it over with Joe and helps lead me in the right direction. He often points out things like the effect of taxes or market volatility or why it is important not to put all my eggs in one basket that I wouldn't have thought of. I even call him when I have important non-financial decisions. His office manager Jennifer is the best part, she is always friendly and helpful to me. They both know me, my family and he takes that personal know;edge and interest in my situation to bear when working with me. If you live anywhere near Anniston I recommend you at least try him out, he is one of the good guys.”
Financial Advising
“Joe has helped me immeasurably over the last 25+ years. I first worked with him at his other firm and then again when he opened his Raymond James office. Whenever I have an important financial decision to make, I usually talk it over with Joe and helps lead me in the right direction. He often points out things like the effect of taxes or market volatility or why it is important not to put all my eggs in one basket that I wouldn't have thought of. I even call him when I have important non-financial decisions. His office manager Jennifer is the best part, she is always friendly and helpful to me. They both know me, my family and he takes that personal know;edge and interest in my situation to bear when working with me. If you live anywhere near Anniston I recommend you at least try him out, he is one of the good guys.”