John is my financial advisor and he is my go-to for anything related to my finances. The staff there are so friendly. Both, Jan and John. Jan always answers the phone in an inviting tone and makes me feel like I am a valued client. John is very knowledgeable and has been in the industry awhile. He always knows the best route I should take financially and he educates me when I don't understand something. He is very patient and cares about the growth of my finances. Anyone that expresses a need for a financial advisor, I always recommend John!
All USA
John is my financial advisor and he is my go-to for anything related to my finances. The staff there are so friendly. Both, Jan and John. Jan always answers the phone in an inviting tone and makes me feel like I am a valued client. John is very knowledgeable and has been in the industry awhile. He always knows the best route I should take financially and he educates me when I don't understand something. He is very patient and cares about the growth of my finances. Anyone that expresses a need for a financial advisor, I always recommend John!