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Reviews
Tiffini Stedman (10/27/2020)
Cannot say enough about Josh Mauk and his associates. They have helped my husband and I plan for the unexpected loss of income, a future for our children, appropriate ways to save and have our money work for us, retirement, AND saved us tons of money on our home & auto insurance. Literally a one stop shop. We wanted an advisor we could trust not only with our finances, but someone that would keep lines of communication open. Josh exceeded all expectations.
Mark Puente (10/15/2020)
Love this company if you haven't already visited or spoke to any of the companies members I highly recommend you do so. They changed my entire out look of my finances and put hope back in mine and my wife's life's for the future. Thank you.
Ricky Chacon (08/13/2020)
This place is amazing, filled with great people who love what they do. They came up with a personalized plan to get me out of debt, properly protect my family, and plan for my retirement! Along side that I qualified for a part time spot to make extra income!
Lan Franczek (10/27/2020)
This office has changed my view about the financial world for the better. Not only are these agents knowledgeable, but the office itself has a great positive environment, and it will make anyone, clients or future clients, feel good when they leave. Before I found this office, I did not know much about the financial world besides that it deals with money and from what I learned from my college finance course, which was not as detailed . These financial coaches really teach you how to manage your personal finances to fit your own needs and coaches you through the whole thing, so you are properly educated and understand your own situation. They walk you through a Financial Needs Analysis (FNA), that takes you step by step in understanding what you need to do to get you on the right track and achieve your goals or dreams, and they offer it as a complimentary. I highly recommend you get one of your own FNA(s) as it is life changing and will no doubt help you achieve your own financial goals. I will forever be a client and will recommend anyone that's looking to come here.
Danella Maldonado (01/15/2020)
This company is by far the most trusted and A rated company on the BBB! Not only has it helped me and my husband become financially educated, it also gave us an opportunity to help other families within the community. They offer a complimentary Financial Needs Analysis, that tremendously helped us look at our finances differently. They are very friendly, positive, knowledgeable and understanding to your financial situation. I highly recommend this place!
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