When I came to Johnathon after having inherited an...

When I came to Johnathon after having inherited an IRA and some other holdings, I had no idea how to best manage those to secure future income for myself and my family. The original company holding the funds had no interest in helping me in any way. He went to great lengths to choose an investment plan I was comfortable with and to educate me about both the process, available options, and earnings potential. I have found both he and his staff to be entirely professional, responsive, and knowledgeable. I look forward to a long and successful partnership as he manages my assets.