“Javier helped me out when i was in a pinch and made me a priority and was Very thorough. I ciuldnt ask for better help and communication.“
“Josh and his team are incredible to work with. Josh is an expert that takes the time to review and set goals, and achieve them. He has excellent organization and ability to be strategic and offer advice. My account was able to meet the goals to purchase a house, with returns on investments above average.“
“Alexa Kane with M.J. Smith & Associates is the kind of Financial Planner you want on your side! She is a great listener and adviser. She is a Certified Financial Planner as well as a Certified Divorce Financial Analyst which provides a solid foundation as she helps you navigate many of life's transitions and be successfully prepared for the next chapter in your story. Alexa's approach is to make sure all your bases are covered and needs are met while she gives you the education you need to make sound decisions. You'll leave a conversation with Alexa feeling empowered and prepared.“
“Katie De La Cruz is seriously phenomenal at her job! Not only did she help me maximize my savings and take out a personal loan to pay off my credit card and stop collecting interest, but she also was SO gender affirming! I’m a Trans guy, and it’s very rare that when I work with people that they don’t ask me invasive questions or make me feel othered. Katie didn’t even bat an eye and made me feel so welcomed and safe! You have a gem here, hold on to her as long as you can! I’ll be telling my friends about her and sharing her cards.“
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