Joseph Financial Partners

Feb 2022

Jody and Sharon have taken care of my families investments for 3 generations. I can’t say enough about them. They offer more resources and expertise than any other investment service. I enjoy their regular newsletters as well as the investment suppers once a month that keep me up to date on the market. They truly have my best interest at heart, not their bottom line.

Aug 2021

I am so glad I found Joseph Financial Partners! I have been with them now for 6 years, moving from USAA. Its not that I disliked being at USAA, but I love the small family feel of this firm. I don't have to listen to a recording and push a bunch of numbers then get a new advisor each time I call. The initial selling point for me was they do not charge 1% per year like most firms do. Jody is always willing to help me with any questions about my money. I tell everyone I know to change over to them and they wont regret it!

Aug 2021

I have worked with Joseph Financial Partners for several years now. The true test was when my father passed away. Turns out working with them was probably the best decision I ever made, such a smooth transition. Everyone is so helpful and patient, with my endless questions. I feel very confident using them.