Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

Jonathan and his team are nothing but professional. They have given us sound advice demonstrating outstanding subject matter expertise. His recommendations in every case regarding our investments have given us higher than expected returns. He also boasts a vast network of experts at the ready to work for you whenever you need to take important financial decisions. Highly recommended.
Mar 23rd, 2024

Jonathan Barrett has exceeded my expectations as my financial planner. He has helped me grow my nest egg. He has kept me informed of the status of my funds and how to keep them growing. Im extremely satisfied with his attention to my portfolio. I am retired and live on a fixed income. With Jonathans help, I dont have to worry about my finances.
Mar 5th, 2024

It does not surprise me in the least that Jonathan Barrett has a 5-star rating from 100% of his clients. **He. Is. The. Best.** I trust him with my life savings. He *continually* does right by me. I highly recommend Stephen and Jonathan's service.
Feb 28th, 2024

Jonathan was very knowledgeable and we were so grateful to get on a call with him. We definitely feel like we are headed in the right direction after our conversation with him and highly recommend!
Jan 26th, 2024

I waited over a year to write this review because I believe that what it takes to get a true feeling about this type of service with all the ups and downs that come out of nowhere like wars, doors popping off airplanes in mid flight etc. its not like rating a burrito. In the end it comes down to this: you do what you do best and let Jonathan and his crew do what they do best. When I make a call a real person answers and I get the answers I need with out going thru some 10 step automated system.
Jan 19th, 2024