JSO Partners

"JSO has been incredible with helping my wife and I plan for the future. Long term finances and retirement was confusing, and knowing what to invest in can be overwhelming. Caroline and Ed were phenomenal at giving us a clear strategy for savings so my wife and I can retire with financial security. Highly recommend them!"

"I had questions about financial planning and taxes and Ed from JSO partners was super supportive and helpful as he navigated me through all my questions and concerns! For anyone wondering whether they can benefit from financial planning I would highly recommend getting a consultation to see whether JSO can help you meet your financial goals!"

"Before I became a client of JSO Partners, I was letting my money accumulate and waste away in a laughably low interest savings account and was actually losing money due to inflation. I knew I should do something with my savings, but I felt overwhelmed looking into investment options and didn't know who or what to trust. JSO Partners has relieved me of my stress and worked with me to invest my savings and come up with a financial plan that I am comfortable with. I feel so at ease knowing that I'm investing for my future and have a knowledge, responsive, hard working team that I trust to advise me on my financial journey. I believe that JSO Partners has their clients best interest in mind and would recommend them to anyone looking for help with their financial planning and investments."

"JSO swooped in and helped my family at a difficult time. We aren't finance wizards in any sense and they're always courteous, reliable, and well-versed in our needs and wants, then and now. Their support has been invaluable, so much so, that I now rely on them for my own personal finances. JSO Partners, whomever I work with, are always so patient with my millions of questions and always endeavors to make sure I'm comfortable with decisions, on top of offering sound advice. They're steadfast, organized, smart, AND personable, which is a bit unfair to similar firms out there. Without hesitation or reservation, I recommend JSO Partners to anyone looking to make their money work FOR them. They'll listen to your current circumstances, your wishes for the future (near and far), and any discomforts/pain points you might have, then they'll set you up with a plan that you'll comprehend AND be excited for. I'm so grateful to have them in my corner :)"

"Working with JSO Partners has been a wonderful and very productive experience. After trying to manage my finances independently through robo-advisors, books, and Youtube videos, I was overwhelmed with all the conflicting, over-generalized, non-tailored plans and advice I was getting. I ultimately chose JSO Partners because I wanted to work with skilled and experienced advisors and also have easy access to them. Since then, my financial journey has significantly improved. They not only fixed pretty big financial errors of mine (they caught a sizable amount of money that was sitting passively in the money market that was incurring fees from Vanguard and Carolyn helped me invest it), but they created a very detailed, understandable, step-by-step plan at EACH meeting. They are fantastic about follow-up, so I don’t find myself falling through the cracks. I highly recommend JSO Partners if you are looking for fair, highly tailored, and very accountable financial advisors. I have constantly left each meeting well informed and very sure that I was getting the best financial advice."