Sage Hills Financial - Wenatchee (WA)

5 /5 kat91175: We met Joe through Dave Ramsey smartvestor pro search. He truly has a heart of a teacher and has his clients best interest in mind. Investing can be super confusing and complex. He simplifies everything so regular people can understand it. We have been with him for years. I always feel better about our financial situation after meeting with him.

5 /5 Vanessa Alejandre: I had a great experience with Sage Hills Financial and cannot express how happy I am to have found them! Joseph took the time to thoroughly explain everything and made it easy to understand the process. As someone with very limited knowledge in this area, I felt much more comfortable and confident after my meeting with him. I wanted to avoid going to large chain institutions in hopes of getting true personalized advice and attention; After researching my local options, I am beyond happy with my decision to come here!

5 /5 Michelle Hines: In this day and age, we have so much that weighs on our minds. It is comforting for me to know and always trust that my financial planner Joe Johnson, at Sage Hills financial, will take care of my planning needs for my investments. He is so great at communicating and making sure that I understand The best way to to hold and grow my investment. I highly recommend him and his company to help you with any of your financial planning or saving.

5 /5 Kathy: Joe Johnson has been such a blessing to our family for about 6 years now. He’s helped us clean up a lot of confusing retirement accounts, helped properly invest Beneficiary IRA’s and develop clear goals for our future as head into retirement. He’s trustworthy and available when you need input. Joe is part of a great network of other fantastic service providers for tax preparations, healthcare and insurance guidance as well. I highly recommend Joe without any reservations.

5 /5 Michael Ferrill: Since we started working with Joe at Sage Hills Financial we have experienced terrific growth!!! He will take as much time as needed to make sure you are comfortable with all your investment strategies!!! He is so GREAT to work with!! We were lucky to find him!!