JB is an amazing FA. Be it that my wife and I were new to investing he took the time to explain so that we can make informed decisions. Both my wife can't say enough about his expertise and availability to answer questions when needed. You can't go wrong when you have JB on your side.
June 2023
JB has been our financial advisor for 8 years or so, and I recommend him to all of my friends and family. He's the full package - professional, knowledgeable, courteous, and honest. Stop reading reviews and just call him. You won't regret it!
May 2023
I have worked with JB for years and he is extremely knowledgeable and helpful. He has been incredibly helpful in making sure my family has what we need to be financially secure. I recommend him highly!
Concierge Wealth Management™️ is committed to serving the needs of those seeking independent, objective, panoramic financial planning advice.
We call it the Plan, Prosper, Empower™️ approach. Our goal is to to be "Your Financial Concierge" and uncover what is truly important to help you accomplish your dreams. We are dedicated to flying with you on this journey.
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Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor.
Concierge Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.
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