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October 2025 by Anastasia Kudsi
I’ve been working with JB for several years now, and I couldn’t be more grateful for the guidance and support I’ve received. From the beginning, he took the time to understand my financial goals and created a clear, realistic plan to help me reach them. Over the years, he has helped me stay on track, make smart decisions, and feel confident about my financial future.
His professionalism, honesty, and consistent communication makes him stand out. I always feel like my best interests come first, and any questions or concerns I have are answered thoughtfully and quickly.
Thanks to his expertise, I’m closer than ever to achieving my long-term goals. I highly recommend JB to anyone looking for a knowledgeable and trustworthy financial advisor.
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August 2025 by Rachel E. Cash-Bacon
JB is easy to work with and consistently has gone above and beyond what I expected of a Financial Advisor. He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing. He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm. The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed. Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.
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June 2025 by Dan Dinu
I've been working with JB for about 2 years, and I couldn't be more impressed. Not only does he provide clear, thoughtful guidance tailored to my goals, but my portfolio performance has exceeded expectations - even in a challenging market (as we've seen more recently). I truly feel like my finances are in expert hands. Highly recommend!
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February 2025 by Jill Nickerson
I've entrusted my finances to JB for over six years, and I couldn't be more pleased with the support and expertise he provides. As someone without a finance background, I really appreciate how JB takes the time to explain financial and investment matters in terms that I can understand. He is incredibly thorough, often using graphs or charts to illustrate his points, and he ensures I feel comfortable and informed before making any decisions.
After each conversation, JB sends me detailed notes, including action items and next steps, which I find incredibly helpful. The tools I use to check the performance of my investments--both the app and website--are user-friendly and intuitive, making it easy for me to stay on top of things.
What stands out most about JB is his responsiveness and genuine care. Whether I email, call, or text, he always gets back to me quickly, and he never makes me feel rushed. In fact, he often goes above and beyond, providing thoughtful advice on my financial situation even outside of our scheduled meetings. His calm demeanor and deep knowledge of investing make him a pleasure to work with, and I always feel confident that he has my best interests in mind.
JB has also been wonderful about personal touches, like wishing me a happy birthday each year and sending holiday cards. It's clear he truly cares about his clients. As my life changes, JB takes the time to review my investments and ensures they align with any new circumstances.
I'm so grateful to have found someone I trust with my finances. It's a relief to know that everything is in the hands of someone so capable and dedicated. I highly recommend JB to anyone looking for a knowledgeable, responsive, and trustworthy financial advisor.
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February 2025 by Yiting Xie
I’ve been working with JB for two years, and it’s been a great experience. He’s professional, punctual, and organized, always setting up regular meetings and keeping track of our conversations. He’s also super responsive, which makes it easy to get my questions answered quickly. On top of that, he’s genuinely personable—he remembers my cat’s name, which most people don’t! Little things like that, along with his solid financial advice, make me feel like I’m in good hands. I’d highly recommend him to anyone looking for a reliable and thoughtful financial advisor.
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June 2024 by James Keenan
I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking.
JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning.
If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.
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September 2023 by Bridget Guidry
We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future. We look forward to working with JB in the years to come and would absolutely recommend him to others.
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August 2023 by Ryan Aruck
My wife and I have been working with JB for almost 4 years now. We have been through a pandemic, weak and strong economies, and a couple of employment changes. Along the way, JB has been nothing but supportive in our decisions and helping us both exceed our retirement and kids savings goals. Available at the drop of a hat, we always feel confident that when we make a financial decision, he will be honest and provide both the pros and cons. From someone who was very intimidated to send his hard earned dollars "away", I could not recommend JB enough to help meet your financial goals.
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August 2023 by Asaf Poran
I've been working with CWM and specifically Julian for over two years now, and I can't recommend him more highly. He is attentive, available, clear, and very patient. He is always honest about what he thinks is wise or unwise, but not judgmental, allowing me to make my own choices. CWM allows great transparency into my account with them, which is very helpful. At the onset, Julian said to me he enjoys most accompanying his clients through life and helping build their financial future, while building a long-term relationship, and it's been clear that he makes every effort to realize this vision.
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June 2023 by Abraham Gonzalez
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.
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June 2023 by Alex Rawson
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!
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May 2023 by Alyssa Baker
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!
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January 2023 by Kathryn Colleran
I have been working with JB for almost a year now. As someone who knew very little about investments, retirement, and finances in general, I knew enough that I needed guidance. JB is exceptional at explaining options, preparing me for my financial future, and helping me feel in control. I highly recommend him for anyone who feels they want to be better prepared for the future and doesn’t know how to start.
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August 2021 by Aaron M.
We have been working with JB for a couple of years now. He is extremely knowledgeable in all financial matters, and he has given us advice/guidance in many areas including 401k/IRAs, HSAs, 529 plans, insurance, estate planning, real estate, mortgages, and even taxes (JB actually corrected a financial tax error that my CPA had made!). He devised an investment strategy for us tailored to our specific short- and long-term goals which has to date performed excellently, both in an absolute sense and relative to the indexes. JB does an amazing job at making you feel you are important to him. More than once he has emailed me out of the blue when he has run across an opportunity specific to our plans. He encourages questions and does an excellent job of addressing those questions in short measure. He has exceeded all of our expectations, and I absolutely recommend him to others looking for help with their money.
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July 2021 by Kayla Comalli
JB has been invaluable throughout a highly sensitive acquisition with my startup. His professionalism, experience, and commitment to my preferences qualified as going above and beyond the line of duty. In addition, his advice re: areas from house purchases to high risk asset-backed loans has kept me on track with a fantastic value:safety ratio. Highly recommend.
