Josh has been working with us for many years now. He keeps us up to date regarding our financial well being and decision making. Josh and his team continues to achieve our financial goals and are very responsive. We have referred many friends and family members to his team.
We have been Centurion Wealth Management and Josh Broder for over 20 years, both pre and post retirement. Josh and his staff have been there for us every step of the way in our financial planning. As a result, we are happily retired and living the life we always dreamed of. Our confidence and trust in Josh and his staff is unwavering. We are surely not his biggest client but we have never felt we weren’t just as important.
I was initially nervous when my advisor since 1987 told me he was retiring. I trusted Scott completely and when he told me the man he picked to succeed him was a perfect fit for my personality and risk tolerance, I believe him. My wife and I have been working with Josh for several years now and he's been terrific. He is proactive and we meet in person with regularity, between the video calls. His team is also very helpful and responsive in every way. I couldn't be happier with Josh and the Centurion Wealth Management team.
1781 Highland Avenue Suite 207, Cheshire, CT 06410
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