I can't recommend Jon Hodge highly enough.He has always been straight with me with no double speak…read more His knowledge of the financial world has helped understand the ups and downs of the stock market, and he has explained and has taken time when we met, and I never felt my appointments were rushed or I was under pressure during our appointments to cut them short or invest in stocks. More importantly, his guidance has been great in helping me to understand how to manage my money and achieve my financial goals. He has reached out to me many times to talk about my investments. It's always clear to me he genuinely cares about his clients' well-being.I am a small investor and he has always treated me in a first class way. I also want to mention his assistant, Jan. She's always been incredibly nice and reliable, making my interactions with her very positive.

Professional in appearance and performance. Friendly and considerate staff. Quite thorough in…read moreanalysis of proper investment strategies for our family. We have been associated with several investment businesses in the past and are most comfortable with this firm. Have recommended Jonathon and his firm to others.

My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.