Joseph Financial Partners

Oct 2024

I would highly recommend the impeccable service and professionalism of this team. Everyone at Joseph Financial Partners is so polite and helpful even with my dumb questions. Jody has been so easy to work with and my returns are above and beyond my expectations.

Feb 2022

Jody and Sharon have taken care of my families investments for 3 generations. I can’t say enough about them. They offer more resources and expertise than any other investment service. I enjoy their regular newsletters as well as the investment suppers once a month that keep me up to date on the market. They truly have my best interest at heart, not their bottom line.

Aug 2021

I am so glad I found Joseph Financial Partners! I have been with them now for 6 years, moving from USAA. Its not that I disliked being at USAA, but I love the small family feel of this firm. I don't have to listen to a recording and push a bunch of numbers then get a new advisor each time I call. The initial selling point for me was they do not charge 1% per year like most firms do. Jody is always willing to help me with any questions about my money. I tell everyone I know to change over to them and they wont regret it!