Cathy Dobbs We decided to hire a financial advisor because we needed help with education planning, estate planning, and making sure our son was protected. We’ve worked with Josh for about 8 years now, and even followed him from his previous employer. From the start, Josh always made us feel like we were worth his time, and he explained things in a manner that made our finances easy to understand. It was also important to me that my son be financially savvy. He recently joined the Marine Corps and Josh has helped him set up his retirement and navigate his finances. I appreciate Josh’s straightforwardness and honesty, and I feel very secure with him handling our financial planning. If you need a financial advisor, I highly recommend working with Josh and F5 Financial.
5 /5
