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Financial Planning and Retirement Services

Testimonials

Joe was great! He was very patient with all of our many questions and really helped narrow down the best plans for our family. He was very reliable, always called or emailed when he said he would, and never pressured or rushed us to make decisions. He went out of his way to make sure we were comfortable with our new plan. I highly recommend him!

Brandy S.
Nov 2, 2023

Joe was very professional in helping me find insurance for me and my family. My situation was a little different than normal and Joe was very patient and took the time to investigate and give me the best answers and to find plan that worked best. I have highly recommended Joe to friends and family for his services. Thank you again!

Dion G.
Nov 2, 2023

Joe was very knowledgeable and really took his time helping me find the right insurance at a price within my budget. I never felt rushed or pressured, and he explained everything in detail, so I knew exactly what I was getting. I highly recommend him for all insurance needs.

Christine A.
Nov 2, 2023