The JH Advisors team made something as daunting as finances, not so daunting! A friend recommended…read moreJo-Ann, and we are so happy they did. We were able to get up and running quickly, have had excellent communication, and additional opportunities for education along the way. It has been a fantastic experience!

The JH Advisers team was welcoming, understanding, and offered practical suggestions and referrals…read moreto improve my financial status. They were patient and answered my questions and inquired about my situations with sensitivity and reassurance. Their body of knowledge and willingness to refer me to other experts gave me confidence and equipped me to take the next step. I am so grateful to have met them and include them in my circle of supportive experts!

I have known Dominick for many decades. He has always been a true friend who has always been…read morethere if I needed anything and always willing to lend a helping hand. He has guided me through some tough financial landscapes and I've always come out on top. I've trusted him with my portfolio and seen it grow consistently. I will continue to do so in the years to come. I'm blessed to have such a dear friend. Thank you Dom! Mark M.

Outstanding presentation, covered all my subjects and ques tions. Recommend attending for all…read moreinterested investor. Five Stars!. $$$$$

We started working with Julia a couple of years before we retired. This had to be one of the…read moresmartest moves we made. Julia and her office manager Eric have been very responsive even though we are not what I would call a major client. Calls are always returned promptly and I believe we are getting excellent investment advice as markets change and new investment opportunities present themselves. There is no doubt in my mind that Julia functions as a fiduciary with our best interests foremost in mind.

A great company with a personal touch. Julia is very knowledgable at what she does, always…read moreprofessional and willing to help with any questions, suggestions, etc. Eric is prompt, punctual and very pleasant to work with. They both have a good sense of humor that helps in any working situation. Happy to work with you. Thank you!

Cindy and team were fantastic to work with. They had plenty of patience for all my questions along…read morethe way, and made the whole process very easy.

It was such a headache closing on our first home with Cindy and her team. They tried to force us to…read morebe super over insured on hazard insurance to the point that insurance companies were telling me how its a waste of money to have that high of a replacement amount because it was nearly doubling our premium, that the house won't cost that price to rebuild, and we won't get any of that money back if we did need to rebuild. I had to ask Cindy and Amy five different times to get an answer as to why the underwriting would require such a ridiculous amount of coverage and when they finally did provide me with the language that agreed with what I was explaining all a long they still tried to argue with me. Finally I got them to better understand and they allowed us to insure our home at a more reasonable level of coverage but had I not fought it we would have paid thousands more at closing for Escrows and hundreds more a month in the premium. Cindy said going forward that she would not require such high coverage but I am saddened to know so many of her past clients likely agreed to being over insured and throwing money away because of Cindy's lack of knowledge. If this all hadn't occurred so close to closing I would have gone with a different lender because she was not looking out for us and making sure we got the best deals. She also was not available or responsive to our Realtor when we were putting in an offer which was concerning. There are so many better lenders out there and buying a home is already stressful enough, don't go with Cindy.

We are very happy with the service we received here! They too time to answer all of our questions…read moreand made sure we had the proper coverage. Thank you!

Gabe is good. He helped me get my investment and retirement…read moreplan in order and I love that his company is independent and fiduciary. As an Attorney, it is surprising that most financial advisors are not fiduciary's, meaning that they don't have to work in your best interest. This should be a legal requirement if you ask mI look forward to a long relationship with Gabe.

It is helpful to go to a CFP and Gabe was very friendly. He wasn't trying to sell any products, but…read morewe found his advice to be pretty cookie cutter, suggesting a generic 60/40 split etc. and I feel like I've learned more reading a few books and tuning into finance podcasts. For more customized advice look elsewhere.

We are so grateful for all of journey home lending's help. We were given so much time and effort…read morefrom Rod and his team. We felt taken care of from the start. We're so grateful for the house we were able to find. From beginning to start there was transparent communication that was concise and clear. Not to mention Rod working around our work schedule hours with early mornings and late nights. We are grateful to have them in our family's communication for the future.

I recently worked with for a refinance and he made the entire process seamless. Finance is not my…read morestrong suit so I was worried, but Rod made it completely pain-free. He and his amazing team took care of every single detail and handled the heavy lifting from start to finish. If you want an stress-free experience with true experts, I highly recommend Rod!

Outstanding for consulting and I send many small business clients to Dennis for information…read more Insurance is confusing and its nice to have an expert guide the way. I heartily recommend Insurance and Investment Concepts

This is a great company to work with for all your insurance and Investment questions. Very…read moreknowledgeable advisors who communicate in easy language to make the process comfortable.