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October 2024 by Dean Tilles
We’ve been with Jason for about 5 years and we are very happy with the service and support he and his team have provided over these past years. I’m retired now, and relinquishing financial planning 5 years ago was not easy for me. Jason was both patient and understanding as I slowly gained confidence in the process. Recently, we had a change, which meant a modification to our estate plan. Jason and Jane were so helpful as we navigated all the changes. As the financial industry will tell you “past performance is not guarantee of future returns” - even so, we’ll stick with Jason through thick and thin!
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August 2024 by Alexa Andersen
Jason was recommended to me by a friend and I can't stop recommending him to others. He has been so amazing to work with when it comes to managing and achieving my financial goals. He always takes the time to talk and explain everything. He's available pretty much 24/7, if I ever have any questions or concerns about anything. If you're looking for someone to trust with your money and help you achieve you're financial goals, look no further because Jason's the one for that!
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August 2024 by Jessica Huwiler
My husband and I recently had the pleasure of working with Jason and Jane, and the experience was truly exceptional. From our very first meeting, Jason took the time to understand our unique financial situation and goals. He explained everything in a way that was both clear and reassuring, which made a huge difference for us. I am particularly impressed with their attention to detail and the personalized strategy he developed for us to help us achieve our financial goals. Thanks to Jason's expertise and thoughtful approach, we feel more confident about our financial future. I wholeheartedly recommend Jason to anyone looking for a dedicated and knowledgeable financial advisor who genuinely cares about their clients.
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July 2024 by Quiana Boyd
Jason and his staff are great to work with! He walked me through my options and what I needed to do with so much patience. He answered every question fully and in a way that was easy to understand as well as being available if any more questions pop up later. I highly recommend this firm for your financial needs.
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July 2024 by Josh Hunt
I have been working with Jason for many years now and never hesitate to recommend him. Jason has always made time for me like I am his most important client. He has done a great job with my money and I intend to continue to work with Jason for the rest of my life.
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April 2024 by Dolores Creede
I cannot say enough about how blessed we feel at finding Jason Gong and Lifelong wealth management. Since he became our financial advisor we truly feel that we have all of our finances managed with personal care and attention to all the facets that affect our retirement lifestyle.
In the 5 years we have been with him, he has designed a portfolio for us that is not just another fund management group. He has repeatedly met with us to create and maintain a plan that keeps all of our life needs in mind. Sale of a home, travel planning, medical expenses, estate planning, and best tax advantages.
Jason has a genuine interest in educating and helping people of all ages achieve financial success.
We could only wish that we had found him much earlier in our working lives.
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January 2024 by Tim Cespedes
I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I’ve stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn’t chase the latest money fad.Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I’m one of his top clients.
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December 2023 by Jasmine Schroeder
Helpful and honest, Jason is amazing at what he does and treats clients like family
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November 2023 by G G
My husband and I have worked with Jason Gong for years. He's always very responsive, and very clear when explaining our investment options. I couldn't recommend him enough!
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November 2023 by G S
My husband and I have worked with Jason Gong for years. He's always very responsive, and very clear when explaining our investment options. I couldn't recommend him enough!
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August 2023 by Jaymee Delaney, M.D.
I have known Jason for a number of years and he has outperformed my expectations. He is easy to talk to and to get a hold of. He helped me plan for a successful retirement. He is a thoughtful, invested and a brilliant wealth manager. I highly recommend him and his Company, Lifelong Wealth Management.
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July 2023 by Matt Coolidge
Jason and his team are invaluable partners for my family in terms of managing finances. It’s clear that he really cares about doing what’s best for his clients and always puts their interests first — something that unfortunately can’t be said for every advisor. No question or ask is too small, and he’s incredibly personable and easy to work with.He’s helped us to navigate an array of financial situations in a way that’s left us feeling confident about the future, and that we’re getting strong guidance. We certainly plan to work with him well into the future, and would strongly recommend LLWM to anybody looking for a responsive and meticulous financial advisor.
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July 2023 by Linda Colebank
Jason and his team have been great to work with. They respond quickly to any of my questions and I feel very comfortable with them handing my finances. You won’t go wrong entrusting them with your future investments.
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July 2023 by Nikolaus Colebank
I don’t think I could sing the praises of Jason and his team high enough. It’s an absolute pleasure working with them. Whether your resources are humble or millions, you feel well taken care of by the team at LWM. Always willing to listen to your particular interests in the market but deftly directs your funds/investments in the most responsible manner possible. If I could give them 10 stars I would.
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July 2023 by Christine Lujan
I have had Jason Gong as my financial advisor for over 10 years and besides being a great guy I can say he has done an amazing job with my investments. He continues to make my investments grow even when the stock market is down and he is always looking for ways to reduce my tax burden. I can feel confident in knowing I have him looking out for my investments and I know that I can call him anytime I have a question or need an opinion.
