JCN Financial & Tax Advisory Group, LLC

Jan 2023

John and his team are marvelous. They helped me get all of my little bits of savings here and there consolidated. Now I understand exactly what is going on with my retirement money. I had most of it in one of those chain investors that my employer brought in, and it wasn't making much money. John changed that! I'm not rich, just a middle-class gal, but John and his team treat me like a princess. He's intelligent, patient, and concerned with my life. He knows the markets, watches them diligently, and explains what he is doing and why. For the first time in my life I feel like I have a financial planner who is doing what's best for ME instead of using me to make money for...read full review

Jan 2022

I was introduced to John by a friend. I had no experience with investing or anything of the like. He was willing to explain things on an elementary level to help me understand my financial options, at no cost to me.He allowed me to take my time to choose what felt comfortable to me & my family without pressure. He’s very knowledgeable, friendly, and has a staff that goes the extra mile to serve you.When my daughter got her 1st “real” job after grad school, JCN helped her choose the best retirement plan from those her job offered. JCN is highly recommended by me!

Dec 2020

I don't usually pay attention to John's reports... but I hear them in the background. And I enjoy hearing the upbeat tenor of his voice when my wife is watching. She minds our savings assiduously and with gusto, and I'm comfortable leaving it mostly up to her. It's a funky financial time but I believe our money is in a good place. And I did watch this weekly update from John and, must say it is equally pleasant to watch John on video as it is to just listen.