The J.O. Johnson Group
About the Business
The J.O. Johnson Group, located in Sykesville, Maryland, is a finance institution that focuses on building lifelong relationships with clients. As fiduciary financial advisors, they prioritize the needs of their clients above all else, ensuring transparency, no hidden charges, and no conflicts of interest. The experienced advisors at The J.O. Johnson Group work with clients nationwide to create custom financial plans that align with their goals and objectives. Using leading financial planning software and services from Charles Schwab, they help clients navigate important milestones such as retirement and college planning. President Joseph Johnson, with over 25 years of experience, leads a team of dedicated professionals, including portfolio manager Dexter, who designs personalized investment strategies. Whether you're a seasoned investor or just starting out, The J.O. Johnson Group is committed to helping you achieve your financial goals.
Location & Phone number
5662 French Ave, Sykesville, MD 21784, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Joe has been our financial advisor for many years. He has always provided outstanding and professional service. We trust him to manage our portfolio as well as our Great Grandson's custodial account. In addition, Joe has become a great and trusted friend. I highly recommend The J.O. Johnson Group, Inc for your financial planning. It's not just about the money but who you can TRUST your money with!!"
"We have known Joe for many years in both a personal and professional capacity. He is fantastic at what he does. Smart, trustworthy, and very knowledgeable – it’s comforting to know that we have a guy that knows how we like to invest, sometimes slow and steady and sometimes venturing out to other growth stocks and opportunities – Joe helps us with all of that and he’s great at it. We’ve also known Dexter for several years now, and he is competent and smart as well. Highly recommend!"
"Dexter with J.O. Johnson Group has been an exceptional portfolio manager since our first meeting about my personal financial goals. Ever since, he regularly checks in with me to discuss his investing strategies he utilizes on my accounts. I have rarely met someone with so much passion for their work, an experience to match. Furthermore, Dexter was straight forward with me in our discussion about the risks to specific investments, but he articulated the firms options strategies in a clear cut manner that I could follow. The fact that I can call and speak to my actual portfolio manger, not just front office staff, is unique and of high value to this company. To put it simply, this firm cares about YOU. Thank you Dexter and Joe!"
"Roger and I have had a relationship with Joe for many years while he worked at Scottrade. We were so confident with his help and the professional handling of our accounts that we did not hesitate to sign up with his Group. I have been so glad since we did because he has been quick to contact us regularly and has helped us greatly with managing our account. My past experience with other firms has been take my money, send me papers and never contact me. It is a relief to know I have someone to take care of my money who cares about me and makes the difficult processes easy. I highly recommend Jo and Dexter."
"I have dealt with several financial advisors and brokerage firms throughout the years and have entrusted my retirement planning to Joe for a few reasons. One is that he has been in the industry for many years, and clearly has a deep knowledge base of the industry, financial products, and approaches to investing. But the main reason is that quite simply, I trust him. I know enough of Joe's personal history to be able to say that integrity is built into his DNA, and that he will treat a someone new to investing with a smaller portfolio with the same respect as someone with millions of dollars to invest. I really cannot recommend his services enough, it is easily worth anyone's time considering a financial advisor to have a discussion with him."
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