Johnson Brunetti

"I was drawn to Johnson Brunettis ads on TV. They promised personal attention, we barely had any. They forgot us for 2 months while we were waiting for an investment “plan”. None was made, only a colorful pie chart. We were told 0 fee ETFs were their bread and butter, but were immediately pushed towards a high commission annuity that we had previously stated (not listening) did not interest us. They then asked us to agree to 65 pages of financial disclosures with zero explanation, even though we were told there were no contracts. J & B switched our advisor midstream who pre-filled annuity applications for us stating they had explained all facets as our fiduciary, prior to us even reviewing. This was an all around difficult experience for us. J & B admitted to not having the time for us. We are too small, or they are too big. Perhaps both. I wish we found all this out at the beginning, lesson learned, and buyer beware"

"My wife and I started with Johnson & Brunetti in 2016 after returning to New England to be closer to family. Ive been very happy with my experience, and have worked with a couple of other financial advisors over the years. They are very responsive, we have an annual meeting to review our plan and my advisor is quick to respond if I reach out. I have a balanced portfolio of stocks, bonds, annuities and other channels. Each has performed as expected. Being older we are interested in protecting our assets and generating income and they have done that. I do pay a fee for a portion of my portfolio to be managed and I am ok with that as I dont have the time or expertise to balance these assets and adapt to market conditions, which this portion of my investments has done. I have recommended family and friends and they are equally happy with J&B."

"We can’t say enough about the expertise in financial advice we receive from Johnson Brunetti. Our understanding of our retirement plan has grown immensely since we initiated our relationship. In addition we are watching our money grow as we learn more about our assets and understand the decisions our financial counselor makes for us. Joel’s new book, Maximizing Retirement, is written in plain English and helps one understand the components of a successful retirement. This is the backbone of Johnson Brunetti: making things simple enough to understand, but important enough to take seriously. We are happy with our decision to partner with this firm! Thank you!!"

"We started investing slowly with Johnson Brunetti. Suffice to say we are now fully invested/vested with Johnson Brunetti and we are totally comfortable with our retirement situation. Our “ROAD MAP” to retirement has been updated each year by our Financial Advisor Alex. We have been enjoying our retirement for over 6 years already !! We highly recommend Johnson Brunetti !!!"

"I have been a client for several years now and have always had my concerns addressed and have always received call backs from my advisor whenever I have requested it. This firm is professional, knowledgeable and acts as a fiduciary. We discussed a retirement strategy and I trust that my investments are in good hands and that this firm will deliver exactly what I expect with a risk level I am comfortable with."