Grok Wealth

I met Jared when he worked for Fidelity he was assigned to my late husband and myself then sadly Jared moved on. A couple years later I get a phone call. To my surprise It was Jared he told me that he started his own business and basically wanted pick up where we left off, yay. Jared is very patient and he is good at explaining things in a way that I can understand, it is much appreciated. Jared is also available when I have questions or concerns.
May 1st, 2024

I was devastated when Jared called and said he was "moving on". I thought that meant he was moving up the corporate ladder. I really didn't want to lose Jared as my money advisor, but that's life (c'est la vie). It was a year or more later that I discovered by googling, that Jared had "moved on" to form his own business. I called and caught up on the news and quickly signed on to Grok Wealth because I trust Jared. His ethics are virtuous, bar none. He is a true fiduciary, who acts in my best interest. He knows and respects my comfort level on investing.
Apr 23rd, 2024

Jared has been our CFP for 10+ years total. I believe this is a relationship based upon trust and we sincerely trust Jared to manage and oversee our financial portfolio. He is first and foremost ethical, expert, friendly and easy to work with. He is genuinely concerned about our journey and works extremely hard to ensure a smooth and fruitful passage. He offers multiple services that expand and benefit our overall financial experience.
Apr 15th, 2024

Jared has been managing our accounts for about nine years and we couldnt be more pleased. Hes very knowledgeable, trustworthy, sincere, always takes as much time as necessary to make sure we understand whats happening. He is down to earth and puts his clients interests first, he really does care. We have worked with others and Jared is by far the best, we highly recommend him!
Apr 9th, 2024