I'm 65 years old, recently widowed and still working full time as a Certified School Nurse. I have three grown children and two granddaughters. My interests include travel, camping, gardening, LBI and family and friend time. I live in my original house (40 years! ) and still love my neighborhood. I believe we were referred to Joe through a coworker of my husband Brian about 25 years ago. We had three young children at the time and were thinking of investing and honestly didn't know much about what we were doing financially. I worked at the local hospital and Brian worked for Siemen's at the time; we were both saving/investing through our employers. Joe approached our situation as a family unit with long term goals. We met where he determined our financial objectives, expense, assets,...
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Joe is a true professional who always has the best interests of clients in mind
Joe's extremely passionate about what he does and I highly endorse him.
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