“Donna and I have been working with Ben and Jeremy for nearly 10 years. I found that they have done an excellent job helping us understand our risk level and investment practices. This team is readily available when needed. I highly recommend that you consider Five Pine as your wealth management firm.“
“This is probably an unusual review, because it’s by a former employee. I worked there for two years and it was very pleasant and comfortable. They are a company, fully devoted to high class integrity, honesty, their clients and employees. They even pray for their client’s health and success. Everything they do is top notch, above reproach, and the best it can be.After I left their employment, I continued with their dental coverage, but was dissatisfied with the insurance service and coverage. Then out of the blue, Pinkerton’s payroll administrator, sent me an email, letting me know it appeared I was overpaying. I lightly mentioned my dissatisfaction, and the next thing I know, she researched it and found a refund of over $400 needed to come my way! I don’t even work for the company anymore!You won’t regret looking into their services (or their employment).“
“Very honorable company. Honest, friendly, trustworthy. 100% recommend. Thanks for all you do.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Josh rolled out the red carpet and walked me A-Z through is complete financial planning process including personal finance, insurance, tax strategies, and investment planning. He took the time to understand my unique financial situation and provided me with tailored services that addressed my specific needs and concerns. He was always available to answer any questions I had, and he was extremely patient and supportive throughout the entire process. I continue to send my own clients to Josh which is a testament to the respect I have for his knowledge and services. Overall, I would highly recommend Josh to anyone looking for a knowledgeable and trustworthy financial planner. He is truly one of the best, and I am grateful for all of his hard work and dedication to our community.“