Johnathan Barrett is very easy to talk to. I am currently planning for retirement and have reached out to several financial planners. Johnathan explains things very well and is very patient and caring. He understands my situation and is direct with his guidance. Retirement planning can be daunting but he makes things very clear and i am excited to start my new journey. Call him; you wont be disappointed read more
Absolute worst service. Make sure you do your research before allowing them to advise your finances or you'll be in a trick bag with your money working for them. The advisors do not keep a good line of communication. Once they have your money. That's it. I would just say if you aren't knowledgeable don't use their services. Keep your money some place safe first then when you have basic knowledge allow them to assist if that's what you would call it. read more
Very good financial advisers. Our adviser is fantastic and we trust him with our futures. Office space isn't huge in this small office park, but the advise and expertise are top notch. If you want to have your money work for you, AXA is the place to go. read more