Joshua was highly recommended by a family member. We learned so much about the options that are out there and how to become our own bankers from Joshua that we wish we had started earlier in life.

We feel so confident, after meeting with Joshua, that we are in a better position than originally thought, not to mention the peace of mind from knowing that our children will be taken care of in the future while our nest egg grows.

Joshua is a down-to-earth, knowledgeable individual who carefully evaluates his clients’ portfolios and makes recommendations suited to their individual needs while keeping in mind the importance of family priorities, so one can plan for tomorrow while enjoying today. Just as he was highly recommended to us, we certainly believe that Joshua will provide sound and educated advice to anyone he deals with.

I have had the pleasure of being Joshua’s client for some time. His advice on financial matters has been excellent, and I have recommended him to several close friends and family. The best part about working with Joshua is that he treats you and your family as if they were his family. It has truly been a pleasure getting to know him over the years. I would recommend him unconditionally.

Jennifer and I would like to thank you once again for the wonderful advice and guidance you have given us recently and through the many years we have known and worked with you. Your professionalism and personal touch is unwavering. It’s nice to know, especially in these turbulent times, that we can rest assured that we are well taken care of. Thank you again, Joshua!

Joshua has been able to turn my previously negative financial situation and retirement plans into a positive and promising future. Actually, when we first met, my financial situation was in complete disarray. Joshua worked diligently to help organize and establish a much more efficient and higher performing retirement plan. Through his suggestions, we actually increased our retirement savings even while the stock market suffered drastic losses.

What I have enjoyed most about working with Joshua is his genuine concern to find the right programs and solutions that meet each person’s individual needs and within their own means. Joshua is first a very caring human being, and his main concern is to help all people the best he can. Thanks to Joshua, I now have a clear and solid path for financial security now and in my retirement years.

Joshua has been more than a financial advisor to our family. He has been a wise counselor. I once heard, “Success is built upon the people you surround yourself with.” I have found that to be true in regard to Joshua’s wise counsel and the current state of affairs we are in. From drowning in debt to managing it while affording private school for one son and college for our daughter, we are succeeding in our financial goals. Not only is Joshua a trusted advisor, but he is a friend. His heart is for good; therefore, you can trust Joshua with your finances!