"I first met Joe in 2019 shortly after my husband had passed away. My husband was a tax accountant who managed all of our finances, something I had very little knowledge of at the time. With Joe’s patience and kindness, he guided me through numerous challenges personally, and professionally. He took the anxiety away and helped me navigate all of the difficulties appropriately, even dealing with the IRS on my behalf.
Joe’s experience, background, and trustworthiness are what led me to ask him to be my financial advisor. I have had many questions along the way, and he is ready to provide an answer in a way that I can understand."
Kathleen Perniciaro, Client
This unpaid client testimonial may not represent the experience of all customers, and does not guarantee future success or performance.
