5 /5 Sandy Giudice: What I appreciate most about Jonathan, is that he puts technical financial terminology into plain and understandable English. I also appreciate the fact that he lets me set my "risk level" and respects my decisions without adding pressure or making me feel stupid. He and his assistant, Katie, are highly communicative, friendly, and flexible. If you ask for information or follow-up, rest assured you will get it ASAP. In addition, he has been super reassuring during this time of national upheaval and confusion because of the pandemic. If you want honest, straight-forward financial advice, go see Jonathan and Katie. You wont be disappointed.