Very knowledgable and trustworthy advisor. Has a great ability to keep you calm and make rational decisions with your money. This can be difficult especially when the market is experiencing volatility.
Great guy, great advisor. Friendly and knowledgeable. Thorough in his explanations, making investing easy to understand. This guy knows his stuff but is really down to earth. No one else I’d trust with my money.
Jonathan is a knowledgeable and honest advisor. He genuinely cares about our investments and our family. He has always gone out of his way to make himself available for any questions we may have and shows a sincere interest in meeting our needs. We feel secure in our investments with him and will continue to recommended him to others.
Jonathan has invested my money for 10 years. He has always displayed a high level of integrity and interest in what is best for my financial goals. I have recommended several friends and family to Jonathan and would not hesitate to recommend him to anyone looking for a great Financial planner.