Outstanding team service, Josh helped me protect my family. Excellent communication throughout and very trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They continue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team! read more

Josh takes the time to really understand where people are currently at as well as figure out where they want to go with their financial goals. He is relatable and makes having sometimes difficult conversations simplistic and understandable. He truly sets himself apart from other advisors with his transparency as well as his ability to break down intricate situations into digestible solutions. I would recommend him for anyone looking for any advice relative to their finances, regardless of complexity. read more

Josh is always thoughtful and puts his clients' needs and interests first in suggesting potential insurance or investment products. He is much more responsive and proactive than other financial advisors that I have dealt with, which I really appreciate. He and his team are also great at meeting you at the level of financial knowledge and experience you bring to the table. Whether you know nothing about financial planning or are an experienced investor, Josh Albert and his team will develop and explain a well-thought through read more

Josh was very personable and super patient with us. We never felt bad having to ask for an explanation as we were still learning the basics of investing. He is also very accessible so we would recommend Josh to anyone with any knowledge of investing. read more

I started working with Josh 7 months ago as a way to start planning for my future and really preparing for both the next stage in my life all the way until retirement. My personal goals are to work towards buying a house in the next few years (which in the Bay Area is no small feat) and also work towards long term goals of wanting to retire earlier than 65 and still enjoy a standard of living I enjoy. Josh acknowledged all those goals and helped me realize some additional things I missed in my financial plan such as long term disability and life insurance. He was thorough in answering all my questions and he truly "geeks" out on financial plans and how to best invest and save you from taxes toward the future. There are few things better for your peace of mind than feeling confident in your financial future and Josh has more than helped me with it. Plus an 8% growth on my portfolio does not hurt either. read more

Josh has been nothing but helpful in navigating financial planning. The ease in reaching out to him and setting up virtual meetings made it possible for me due to my busy schedule. Josh and Daniel are quick to respond to questions either by email or phone call. They are thorough in explaining the process and options. Most of all, I feel supported by both of them since this is all new for me. read more

Josh is knowledgeable, approachable, and transparent when shopping and applying for life insurance plans. He and Gianna are very prompt and helpful in communication. Highly recommend! read more

There are many options for financial services, but Josh is among the best. I was recommended to Josh through Northwestern Mutual due to not having an advisor after the person who sold my policies had left the business. This is a very common occurrence in this field. During my first meeting with Josh via a zoom call he was extremely knowledgeable about his field and company. I was impressed how he was able to take the brief conversation we had and apply it to a financial plan that works within my monthly budget. I feel it's difficult to speak to others about finances due to it being such a personal subject. Josh was very respectful and made me feel comfortable discussing something so personal. I ended up deciding to purchase additional coverage for myself and found the process was uneventful and very fast. The staff Josh has working with him are very polite and good at their jobs. Josh has scheduled and kept follow up appointments with me at times that work for me. Each time he is able to refer to his notes on our last conversation and it feels like we never had a break in the conversation. Josh has a client fist type of attitude. He is personable and professional. I am extremely impressed with the level of service and I am glad to have met him. read more

Josh Albert has been my financial adviser since 2018 and has been absolutely fantastic in the services provided, quality of care, and diligence in managing my portfolio. First and foremost, Josh is very good at his job. My financial position has improved dramatically under his guidance. He crafted a thoughtful retirement plan tailored to my personal financial position that balances aggressive growth with lower-risk investments, and accounts for my personal risk tolerance. Second, Josh plainly works very hard to ensure a positive working relationship with his clients. He devotes a lot of time and effort to overseeing my retirement portfolio, and I appreciate his reliability and attention to detail. He's easy to contact, returns calls promptly, and I never have any issue getting in touch with him. Finally, he's just a really cool person. Very easy to work with and always available to talk. Can't say enough good things about him as my financial advisor. read more

Josh is easy to work with and very knowledgeable. He did an excellent job explaining my options and helping me determine a pathway to financial security. I highly recommend that you speak with Josh about your insurance and financial needs. read more

I started working with Josh a few years ago. I am really happy with his level of knowledge and making things accessible and understandable. Great communication and really helpful. I'd recommend, all around. read more

Josh Albert and his team have been exceptionally helpful regarding my short and long term financial decisions/planning. As a 24 year old entry level engineer, I want to save as much money as possible. After considering the options of handling my financials myself versus with professional help, I found it far more efficient to seek consultation. A brief introduction with the team solidified this conclusion. Additionally, Josh and his team have ensured that I understand each step of the process which has allowed me to confirm that the decisions I am presented with are in my own best interest. I highly recommend this service if you are like me and prefer minimal work with maximum benefits! read more

I began working with Josh and his attentive team a couple of months ago when it finally dawned on me that my retirement age was meant to be 67 instead of 65! I set out and researched certified financial planners. I'll be honest. I chose Josh and his team because they looked like nice people. But they also offered something I did not see anywhere else - a free financial plan before committing to working with them. (Other places offered plans starting at a minimum of $750). Josh interviewed me to learn about my wishes, my life, and what was important to me. He and his team developed a great (and very achievable) financial plan! And guess what? I am able to retire earlier than I thought! Of course I agreed to work with them! Not because I could retire early, however, but because the plan they put together protects me, my assets, and is tailored for my wishes. I can't thank Josh enough. Elena and Robb part of Josh's team) deserve a special shout out - they are dedicated and super helpful. Put your mind at ease whatever age you are. Make a plan with Josh. read more

Josh has a personable, client-first approach and is very thoughtful and personalized in his planning process. I would recommend him as a planner. read more

Josh and his team have supported me over the last few years with my financial planning and investment advice. Especially during this past year with everything that has been going on with Covid-19, they have been as helpful as ever, keeping my best interest in mind and helping me manage through these tough times. read more

Josh has been incredibly helpful in setting up a financial plan for our family. My wife and I reached out shortly after having our first child, and he has helped us navigate insurance, college savings, retirement planning and much more. Communication with his office has always been great, and he and his staff have been extremely flexible with our schedules. Thanks to Josh's advice and guidance, we now feel like we have a solid plan for the years ahead. read more

I've worked with Josh and his team since 2017. They are efficient, personable, and organized. Josh has really helped me flush out my financial goals and make steps towards reaching them. I couldn't be happier with my experience! read more

What a great experience I have had over many years working with Josh and his team. Simply put, they are a group of wonderful people. Josh's precise attention to your individual financial and investment needs translates into a plan that you can have confidence in for years to come. His knowledge, communication, and professionalism are unmatched. He is an easy guy to talk with and breaks down financial planning so it's not so daunting and confusing. He will provide multiple plan options for you and explains them in detail. If you are looking for a trustworthy financial planner give Josh a call. read more

I really appreciate several aspects of Josh's service. He is proactive without being overly assertive; case in point, he contacted me with an idea to save a ton of money I didn't realize I was missing. He explains things in an easy to understand way. To my perception, no client is too small for him. He has also assembled a great support team. read more

What I like most about Josh is that he has amazing attention to detail and he is great at making sure you understand every step of the way. This team doesn't want to just sell you something, they are really sincere and truly care about their clients. read more

Josh and his team have been helping me for awhile now, making sure my financial planning is on target. He takes time not only to explain the goals and what's going on, but also to listen. He makes sure you have the chance to ask questions, to make sure you're good with everything. For anyone looking for financial planning help, I would highly recommend Josh! read more

Josh and his team do a great job simplifying the financial planning experience. They deliver a plan that is both customized and concise, so it's easy to understand and take action. Their training and experience in planning, investment strategy, and insurance is reassuring that they are competent, and have our best interests at heart. If you haven't yet, take a second opinion from Josh. read more

Josh is clear, caring and really knows his stuff. My partner and I feel supported and understood by him and he is great and steering us to make the best financial decisions possible. We are so grateful to have him on our family team! read more

Josh and his team have been very helpful over the past 3 years. I appreciate that they actually care about my success and are available when I need to bounce financial ideas off of them. I would recommend taking a second opinion on your financial planning with Josh! read more

Josh is personable and knowledgeable. He is honest with his advice which is why I enjoy working with him the most. Thanks Josh for making sure I'm making the right financial decisions! read more

I am so grateful that we found Josh Albert and his team to help us with our retirement planning. Josh is very easy to work with and he listens. I get very anxious when people pressure me and I have never felt that way with Josh. I feel like I get great advise and he will also show us different plans and will help us understand all the pros and cons of specific investments. I always feel good after my husband and I meet with him. I don't want to get old but Josh sometimes helps me look forward to it. read more

I've worked with Josh since 2015. There's no doubt Josh is incredibly sharp when it comes to investment strategy, insurance advice, and comprehensive planning, and so is his entire team. They have a unique ability to integrate all my financial needs into a single plan, different from other experiences where professionals are singularly focused on just one thing. Most important, I have no doubt that Josh's advice is in my best interest, we've mapped a clear and simple path, so I can rest assured I'm headed in the right direction. I highly recommend taking a second opinion from Josh. read more