5 /5 Jonathan Sorochak: I’ve had such a great experience working with Invessent. As a younger investor just starting out, I really appreciate how much time they take to educate me and make sure I understand my options. They don’t just give advice—they explain the “why” behind it, which makes me feel confident and informed about the steps I’m taking. It’s clear they genuinely care about putting me on the right track for the future. I’m grateful to be working with someone so knowledgeable, patient, and supportive. Looking forward to growing with the firm!