F5 Financial

Josh Duncan with F5 Financial has been our advisor for a less than a year and has already done more for us than past Financial Consultants. Josh has proven over and over to be attentive, responsive and ALWAYS puts our needs first. We have come to trust him with our finances, which is saying a lot being my Husband doesn't trust anyone when it comes to our money. We are retired and have always been savers. We are now having to spend, and Josh has always made us feel comfortable with our financial decisions. We are very blessed to have Josh in our corner. Thank you to Josh Duncan and your entire team for making our DREAMS come true!
Mar 2nd, 2024

F 5 Financial puts the customer 1st. In this day and age most companies focus on themselves and once this is determined, the next step is OK now what can I do for you. Josh and the Team he works with have helped create a Retirement Plan for my husband and myself as well as long term plans for other members of our family. He is always available if not in person, then via phone. He takes the time to listen to your needs and will provide candid feedback and helps guide you into a plan that is best for you. My Family and I will continue to use F% Financial. Keep up the Good Work here.
Apr 2nd, 2023

THE absolute best! F5 Financial gets top marks from our family. Estate Planning, Retirement Planning, Investment Management. Exceptional service no matter the question. Josh Duncan and the rest of the team at F5 Financial have helped us immeasurably with our financials as we navigate the retirement road. If you, like us, want to make sure you have enough money in retirement, F5 Financial is a no brained!9
Dec 21st, 2022

My mom had been using Josh for a long time to manage her money, so when we needed help with financial planning, we reached out to him. We liked Josh right away; he made us feel very comfortable and we liked his straightforward approach. He manages our retirement plans, budgeting, and helps us plan for big ticket purchases, like the camper we purchased. Josh is very knowledgeable about money matters and how to navigate paperwork with the bank. Hes honest, personable, and easy to communicate with. We refer people to him all the time because of how much we value his services. If you need a financial advisor, we highly recommend working with Josh at F5, he's the best!
Dec 18th, 2022

Dec 18th, 2022