Joe Mastroianni from 365 Wealth Partners has been a fantastic 'asset' (see what I did there?), to our retirement portfolio. He is an excellent listener and understands our personal goals. He has made important suggestions to improve our investments, and makes an effort keep us on track for retirement. We had met with some other money management firms prior to meeting Joe, but never felt a connection. Communication, knowledge and detail management are all on point. Highly recommend!
September 2024
We have been with 365 Wealth Partners for many years. Joe has always kept in touch with us. He has been very supportive and protective of our funds. We would not go anywhere else. Whenever, there was a question or concern. Joe or Catherine always got back to us promptly. If you want a Considerate Financial Advisor Joe Mastroianni is your advisor.
March 2023
We were reluctant to retire, thinking we may not have enough money to live on. Joe Mastroianni has been excellent to work with. He literally handled everything for us. It’s been a year since we reired and we actually have more money than we started with! We would strongly recommend him.
Joe Mastroianni from 365 Wealth Partners has been a fantastic 'asset' (see what I did there?), to our retirement portfolio. He is an excellent listener and understands our personal goals. He has made important suggestions to improve our investments, and makes an effort keep us on track for retirement. We had met with some other money management firms prior to meeting Joe, but never felt a connection. Communication, knowledge and detail management are all on point. Highly recommend!
We have been with 365 Wealth Partners for many years. Joe has always kept in touch with us. He has been very supportive and protective of our funds. We would not go anywhere else. Whenever, there was a question or concern. Joe or Catherine always got back to us promptly. If you want a Considerate Financial Advisor Joe Mastroianni is your advisor.
We were reluctant to retire, thinking we may not have enough money to live on. Joe Mastroianni has been excellent to work with. He literally handled everything for us. It’s been a year since we reired and we actually have more money than we started with! We would strongly recommend him.