January 2023
The transition from J.Jay to Jorge and Ken was very smooth. I appreciate their openness and honesty and helping us do what’s best for us! As our needs shift away from college and towards retirement we have been provided many great options. Always great advice! Thanks!
July 2020
Very knowledgeable and helpful company. From getting free grants & scholarships,
filing the complex financial aid forms and appeals. Both Jay and Barbara are pleasure to work with.
July 2019
amazing could not have done it with out them. the staff is so nice and so knowledgeable. made the whole experience a pleasure.
