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November 2021 by Paul B
Joffrey worked with both myself and my wife and did a terrific job sorting out our complicated financial situation. He also helped us migrate a number of old 401K accounts. I highly recommend Joff to anyone looking for a great financial advisor!
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November 2020 by Jennifer Vizbaras
Perfect in every way.
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November 2019 by Fred D’Angelo Jr
Called several places for an appointment with a financial advisor and kept getting told bookings were 2-3 weeks out. I had heard Josh’s name from friends. I called him on Thursday- left a message asking him if he could call me back. He did and was able to arrange time out of his busy schedule and gave an appointment for the following day. My situation is complicated with tedious tasks between precious metal brokers, gold and silver in depositories- and a number Of other issues. Josh listened to my situation, gave some direction which I sorely needed. He spent 2 1/2 hours with me on a Friday afternoon. I felt confident that he is going to help me as best he can. I felt a great vibe and I know I won’t be disappointed
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November 2018 by Michael Crowley
Before meeting with Joff I didn’t put much time into any future Financials. He sat me down talked about any and all my debts as well as income. He helped me figure out a good start to retirement planning as well as life insurance but also helped me come up with a plan for the debt I have. Very knowledgeable and also a great guy to talk with.
