Recently my husband and I made a decision to change to a different group of financial advisors. Due to upcoming retirement, we were in need of timely counsel, attention to detail, and a sense that we were *BOTH* valued customers. I posted on Facebook asking for recommendations and several friends--whom we trust a lot--recommended Onyx. We met with Lyndsay & Jonathan and have been super impressed.As an aside, it's always been a frustration and pet peeve when my husband and I meet with various professionals and they speak more to him than me. Come on dudes ... you want my business? Then earn it. My husband and I have equal say in financial decisions, and speaking... read full review
February 2022
I met with Jonathan and very much appreciated the time and sincerity he put into discussing our financial future. He spent more time with us than I expected and was very honest about what value Onyx can provide us.
Recently my husband and I made a decision to change to a different group of financial advisors. Due to upcoming retirement, we were in need of timely counsel, attention to detail, and a sense that we were *BOTH* valued customers. I posted on Facebook asking for recommendations and several friends--whom we trust a lot--recommended Onyx. We met with Lyndsay & Jonathan and have been super impressed.As an aside, it's always been a frustration and pet peeve when my husband and I meet with various professionals and they speak more to him than me. Come on dudes ... you want my business? Then earn it. My husband and I have equal say in financial decisions, and speaking... read full review
I met with Jonathan and very much appreciated the time and sincerity he put into discussing our financial future. He spent more time with us than I expected and was very honest about what value Onyx can provide us.