AJW Financial Inc

AJW shows that they care about you. I had the pleasure of working with everyone in the office. Their staff is more than knowledgeable and made me feel welcome! Hats off to their crew!
Feb 17th, 2024

This financial team is amazing. They are so thorough, explaining all. Always very helpful, always quickly. I feel truly blessed to be in their care over things I never understood. I would give more stars if I could!
Nov 23rd, 2023

This company wants your credit card number before you even know what you will be paying . That is not the way the world is supposed to work. When they send you an invoice, nothing is broken down and if you dont pay them right away, they just charge your credit card number. I forgot to mention that they are terrible at following up with you if you have questions. I would not recommend these people to anybody. There are doctors and lawyers that dont fill out as much as these people do.. I wish I could make what they charge for having zoom meeting and a few email bounced back-and-forth and some figures on a calculator.
Mar 12th, 2023

Our family has been working with the professionals at AJW for several years now. The guidance they have given has far exceeded our expectations in a troubled market. During this market downturn our advisory team presented ideas to help us stabilize the portfolio. When we had a capitol gain opportunity, our team helped us maneuver those waters and recommended strategic trades to address the opportunity. We meet at least twice a year to go over major portfolio changes, and we feel the team at AJW is responsive and accessible - answering many ancillary questions over email and phone as they arise. While I want to be more aggressive and take more risks, they have recommended strategies to protect our investments, while addressing my specific need to take a few chances. Our recommendation is to have an introductory meeting with the team, and review their process.
Apr 21st, 2022