Jazz Wealth Managers, Inc. - Largo (FL)

5 /5 Leon Reval: A YouTube video featuring Dustin and Jazz Wealth caught my attention while browsing the internet. This chance encounter prompted me to undertake a comprehensive assessment. Following an exhaustive review, I felt assured enough to allocate my life savings to Jazz Wealth for the purposes of growth and development. Amidst a multitude of investment companies, Jazz Wealth distinguishes itself as a superior resource and investment opportunity.

4 /5 Joe G.: The vast majority of reviews are from 6 years ago so I thought I would provide something more recent. I first came across Dustins videos around 5-6 years ago and only recently became a client working with Chris...the newest addition to the team. I echo all of the accolades of Dustins approach and professionalism. Chris seems to be cut from that same cloth. The only reason I took one star off is due to the fees. While it is true that you pay one AUM fee and there is no expense ratio for the actual funds....there are a couple of fees which are not disclosed upfront. 1) is a custodial fee from Goldman Sachs. In fairness you are likely to pay a custodial fee with any financial advisor setup but it would be nice if this was disclosed. 2) The other is a monthly "pass through" fee. I am still not completely sure what the purpose of this fee is but it is very minimal. Again, would just be nice it was disclosed upfront. Outside of that, I honestly believe you would be hard pressed to find a better overall option to meet your needs big or small.

5 /5 Jaron Pope: Dustin and Jazz Wealth are legit. Dustin knows what he is doing and is very knowledgeable about the market. He can help guide you through all of your financial decisions. Do not be afraid to give Jazz a shot, you will immediately know the difference as soon as you talk with him. I am so happy I made the decision to join Jazz!

5 /5 Mike Skog: Ive been a Jazz Wealth customer for a couple months now and I couldnt be happier. I watched Dustins videos for quite a while before contacting him with questions. He answered every question and concern that I had. I know its rare, but Dustin truly cares about his customers, and the general public for that matter. His videos are so informative, and the classes he does for his customers...top notch. He is so..."invested" in his company and his clients, and he has a real passion for the markets. It shows in everything he does. And you can get him on the phone with no trouble at all. Personal, one on one attention and customized advise for you and your goals that you wouldnt normally get unless you have millions to invest. Truly unique and awesome. I highly recommend Dustin and Jazz Wealth.