I’ve been working with Joe since my previous advisor left the business. He’s been transparent and timely with every communication, thoughtful in his responses, and makes me feel comfortable discussing next steps. When I leave an action item with him, it’s handled promptly and effectively. Highly recommend.
I met Joe in 2015 prior to retiring from a large corporation. I had quite a bit of money to invest for my retirement and needed to have someone I could trust with my money. We met several times prior to my retiring to ensure I was making the right decision. He explained himself in layman’s terms making sure I completely understand. Since that time he has always been there for me to come talk to and get his professional opinion. Joe and I reach out to each other periodically and steers me in The right drection even if the stock market goes bonkers. He is truly a professional who cares and definitely can be trusted.i wouldn’t put my money with anyone else because of… read full review
Our family has known Joe for years and appreciate all he’s helped us with. We needed to find the right life insurance and he was a big help with that.When our mom passed away he walked through the claim process so we knew what we needed to do, connected with the funeral home on all the paperwork and payment details, and kept us updated along the way. He also helped us figure out what to do once we got it so we knew what choices we had if we wanted to invest. It was just a really hard and overwhelming time for our family and he was kind, reliable, and knowledgeable.
71 Cavalier Boulevard Ste 205, Florence, KY 41042
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