Feb 8, 2018
James Bates
(Ret) Marine Master Sergeant
★
★
★
★
★
John came by recommendation and I was very happy and blown away by him and his assistant Jenn for their professionalism, their ability to teach and even learn from their client. Sometimes people lack a full understanding of certain problems and processes, but John and his assistant amazed me by not only giving info but listing and providing a full understanding of the process. Most companies wouldn’t entertain info from their clients, and over talk them and leave them unsure of what’s going on. They were always on top of things and keeping complete contact with us every step of the way. All my dealing with financial experts, I must stay by far these guys set the bar, and I’d by happy to work with them again, as well as pass their name on! Job well done!