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“I am very pleased with Joel and his team. Joel is extremely punctual, professional, and has a great sense of humor. I highly recommend him especially for individuals and even more so for business owners.”
“I've been using the Motley Fool Stock Advisor service for more than a decade and I can't recommend it more highly. If you're ready to be a long term investor and take their advice, the returns can be incredible. As they say, not every choice is going to be a winner, so I leave all the research to them and invest some of my money in every recommendation. That way I have much more than balanced out the duds with the winners.The only negative I've experienced is their sneak-marketing campaigns for their more expensive services that masquerade as informative talks. They're truly infuriating. I'd think those would turn more people off than anything else, but it must work since they keep doing it. Just be aware.”
“Staff there is always attentive and they make sure that your questions are answered and your needs are met. I have used Schwab for more than 30 years for various investment instruments and have always been pleased with their service and products. This office is convenient to my home and office and they are very professional.”
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“I’ve known Dean for nearly 50 years and was glad to reach out to him at Monument Wealth Management when I retired from my business and transitioned to Medicare. Because Medicare premiums are based on income from two years earlier, my costs were much higher than expected.
He recommended I request a retirement-based premium adjustment from Social Security. It worked — lowering my Medicare Part B and D premiums by about $3,000 per year. That’s real savings!
Even though I’m not a client, he gave me clear guidance that made a meaningful difference.”