“We've been working with Jon and his team for 25+ years. They are always there for us, have made great financial decisions and steer our portfolio in the right direction. A trustworthy team we love working with.“
“This is a review I should have posted many years ago. My wife and I have been a client for over 20 years. Not enough stars in the universe to express our level of appreciation and satisfaction working with Steve , Scott and Alex. Finance is a very personal decision. We can say, without reservation that our decision to partner with this firm was a life changing decision. You are not just a client. You have signed on to have a personal CFP who actively monitors your finances on a daily basis. We are completely confident with having JMatrik manage our finances. In our experience, trusted, knowledgeable and professional. Thankful and grateful beyond expectations! You need to know what you don’t know. Financial planning is complicated. Hire a professional!“
“After spending long years in New York, I have returned to my home country in Japan but still had to file tax for the previous year. My regular accountant have left the job to focus on her own business and I needed someone who can support me with complexed ( to me ) tax filing. I was introduced to Executive assistant, Ms. Nakamura and she was patient working with me going back and forth for months and connected me with her team. I ended up amending past 6 years of taxes for reporting my foreign income correctly, but I feel much confident and relieved. I recommend Hara Yoshida office to any one looking for an accountant.“
“I have only known Pat for a short time, but I am proud to say I do. Pat is knowledgeable, dependable , and true to his word. I highly recommend Pat for any financial needs.“