Midwestern Financial Reviews

I am 25 years old, in my first "real" job and was wanting to start saving money but had no idea where to start or if I could on a tight budget. Joe Jay was awesome and introduced me to his Beginning Investor Program. When I started the program I didn't expect to really understand what he was going to be doing with my money, but he made sure to explain everything and continues to makes sure you know exactly what is going on. He has really opened my eyes to how important it is to start saving now for retirement. He goes above and beyond to help me understand and answer all of my investment questions, I would definitely recommend checking Midwestern Financial Group out!

We just started working with Joe and it has been such a great experience. Joe has truly put in a lot of work looking at our financial situation and getting us on a good financial path now and looking into the future. He has done a great job touching base with us and truly has our best interests in mind. So glad we made this move!

Having known Joe Jay for the better part of a decade I was extremely wary mixing a professional relationship with a personal friendship. However, the level of professionalism that I have experienced in dealing with Joe and Midwestern Financial Group is above and beyond what I expected, and allayed my apprehension.

I have found that Joe's approach to investing really matches a style that I am comfortable with. I feel that I have a solid understanding of markets, but I feel that utilizing Joe's superior knowledge benefits my retirement accounts as he acts as a litmus test providing more comprehensive analytics of stocks than I could ever achieve. His analysis of each individual and their needs maximizes returns for each client. I feel that this is a great approach, as most financial analysts that I have dealt with attempt to minimize work by funneling groups of clients into large accounts (this approach maximizes broker fees and requires minimal effort). However, Joe puts in the extra time to find assets that truly fit the needs of each client while maintaining competitive pricing for his services.

After utilizing the services of Midwestern Financial Group I would say that there truly is no better way to run a financial advisory firm. I feel that Joe's approach to customer service and putting the needs of the client first are the most important characteristics in this field. I find that our relationship is always focused on the best interest of the client first and has evolved into a premier business partnership. I recommend Joe and Midwestern Financial Group as a premier advisory firm to any interested party.

Midwestern Financial Group has taken the worry out of whether I have chosen the correct investments for my portfolio. Joe has my complete confidence that he is watching my funds and putting them in the most profitable accounts. He is able to manage my 401k through work, as well as my rollover accounts. Midwestern Financial Group s expertise will allow me to live comfortably when it s time to retire.

They go the extra mile. The personal touch helps when you are talking about your future with investments. I have used them for business valuations, 401k and much more. I consider them my one stop shop. Don t search too hard, they will meet and exceed all your expectations.

Planning my future financial success hasn't always been a priority for me. Joseph Jay and Midwestern Financial Group (MFG) offers the opportunity to begin that planning with the MFG Beginning Investor Program. Joseph has made it a priority to prepare individualized meetings where he can begin to investigate your current situation, study the current market conditions, and help plan for your future financial goals. Joesph remains a student to the market as his studies and attention to specific market detail is shown in his weekly commentary. I can now say that my future financial goals will be successful planning with MFG and Joseph Jay.

My husband and I are not knowledgeable about financial planning or investing at all. We knew we needed advice, since my husband was changing jobs and had to begin handling all his own retirement savings. We had tried other financial planners. They were fine, but we always felt they were trying to sell us something we weren t sure we needed. MFG took the time to get to know us, our comfort level, and our priorities. They helped us overhaul our plans for retirement and college savings for our kids. I ve always found them to be clear when explaining the options but never pushy. Over the several years we ve worked with them our retirement savings are in much better shape. I feel more confident about our finances, now and in the future. We know we re in good hands, and we recommend MFG to anyone who asks they re ethical, knowledgeable, and patient with those of us who aren t financial wizards.

It's refreshing to see two young men so dedicated and excited with what they do. I have worked with many different finance managers and I have never come across anyone with this kind of dedication to the customer. I have a lot of confidence in what they tell me. It's obvious they do their homework and know what their talking about.

Joe is a longtime friend of ours, and made it an easy decision to start working with him under the Beginning Investors program. He took the time to analyze our entire financial situation and got us started on a plan that accommodates our present needs and future wants. He did a great job of explaining the program and assisting us every step of the way during account set up. We are grateful to be working with someone we can trust and someone we can look to for guidance through each stage of our lives. Thanks Joe!