J & J Wealth Advisors - Lakewood Ranch (FL)

MJ Delmoral I never knew buying our first home would be so stressful, but thankfully our realtor, Patty Pappaterra, recommended Josh and Olympus Financial to help us find the best deal possible. We had an amazing experience! As first-time homebuyers and both being freelancers, our mortgage situation was a bit more complex, but they handled it with expertise and care. They guided us through every step of the process and found us a great deal. What really stood out was their patience and willingness to explain everything clearly, no matter how many questions we had. It’s rare to find brokers like Josh who are so responsive and genuinely helpful. Highly recommend! Actually writing this review from my new home :)

Elizabeth Fraser Clay has been wonderful to work with and has gone above and beyond helping us sort out our business and personal taxes. Its a relief to have a CPA that is local and trustworthy!

dave falcone Very laid back atmosphere, no hard sell.

Magalie Dubeau Excellent, professional, and ethical treatment. Wants the best for clients, and guides them every step of the way.J P Mortgage & Business Loan Agency provides great service for business loan.

J. Alvarado This was my third loan with One Main, and let me tell you, this company cares and will work with you through every step. The Naples office here in Florida made it a very simple and quick process! Highly recommend

Jennifer Lechner Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Lucy Lowe The ladies at First Bank in Moore Haven are the absolute best. They go above and beyond for their customers. Cristina has been a life saver for me and my family on more than one occasion. Mrs. Debbie as well. Highly recommend.