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November 2022 by Molly Dedham
“I trust Joel wholeheartedly when it comes to my finances. I know Joel will make intelligent decisions over risky ones when it comes to market trends which is important to me. He’s a true fiduciary in every sense of the word. He listens and cares about his clients. I’ve recommended him to close friends and family.” -Molly Dedham
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November 2022 by Benjamin Bowman
Joel went out of his way to offer me some advice. He is down to earth, smart, and not pushy in any way. I felt very comfortable speaking with him and I recommend his services.
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November 2022 by Claire Wills
Joel is outstanding--I am extremely grateful to have connected with him. He has helped me manage my mother's money wisely.
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November 2019 by R Stone
Super patient and knowledgeable. Truly cares and asked really important questions. Highly recommend!
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November 2019 by Pete White
Joel Patierno and his assistant Jesse are wonderful at what they do. Jesse always has a smile on her face, and is polite when she calls me, to schedule my appointments. Joel has giving me great advice and direction on what to do with my finances. My account is growing and I’m closer to retirement, and I give thanks to Joel. Joel has help me to pay off my children college loans early, so now I don’t have that Debt anymore. I highly recommend Joel for all your Financial needs .Peter White
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November 2019 by Susan Shelton
We are extremely happy working with Joel Patierno! We moved my father-in-law's investments to Edward Jones last year when a failing memory made it difficult for him to keep on top of his investments.. It was a stressful time for us, but Joel and his office manager Jessie, made it so easy. Joel has provided excellent guidance and professional oversight to help maximize the investments to support Pop's retirement needs and goals. Joel has a thorough understanding of the market and the impact of buying and selling within this established portfolio and is working to create a more diversified portfolio for Pop. Again, we are very pleased and highly recommend Joel.
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November 2019 by Candice Bibbs
Joel Patierno is wonderful! He is highly professional, very friendly and easy to work with. He geniuinely cares about each and every one of his clients and is very informative.
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November 2019 by Maribeth Decker
Joel and Jesse were great! Had to move my 401k to an IRA. The move was easy. The process of deciding how to invest the money was thorough but not overwhelming. I am incredibly pleased!
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November 2019 by Paula Flagg
Joel is extremely knowledgeable and honest. If you’re looking for a financial advisor you can trust, call Joel today!
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November 2019 by Colleen Sargent
Met w Joel and was very impressed. Very knowledgeable and very helpful. Would highly recommend him to others planning for retirement.
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November 2018 by Carrington Blake
Extremely professional and easy to work with. Made me feel very comfortable
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November 2018 by Caroline Thomas
Mr. Joel Patierno continues to provide me with wonderful financial guidance.
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November 2018 by Ben Monroe
Mr. Patierno is first class. He has provided exemplary service, dedication, and honesty during the past 3 years with my account. I would recommend Mr. Patierno to anyone in the metropolitan area that is looking for a trustworthy FA that never hesitates to do what's right for his clients.Great Job Joel!
