Josh Albert, CFP®

"Josh and his team have provided my wife and I excellent service since 2018. I didn't know what to expect during our very first in person meeting. In summary: Josh was professional, knowledgeable, and most importantly not pushy. I did not feel one ounce of selling pressure from him at all. He's very personable and empathetic. He listens to understand, not just to reply. My wife and I are busy professionals as well which makes us appreciate the time we spend together. Through Josh's financial services, we both have life insurance policies that have given us peace of mind and security for the family's future. Furthermore, we both have our own retirement accounts through our workplaces. However, I know that just isn't enough in current times, and won't be enough in an uncertain future. We will with confidence and certainty, be inquiring about the investment options that Josh offers in the near future. The key take away is this: Josh isn't a salesman who sells insurance or offers investment services to get you rich. He's a certified professional who will listen your goals and help you build wealth on the way to achieving them. Without reservation I would highly recommend him and his services to those looking to plan for the future."

"I've been working with Josh for a while now and I can vouch for his professionalism, tact, and candor. Josh is very attentive, detail oriented, and a pleasure to work with as he is always friendly and engaging with his approach to financial advising."

"I've been very happy with Josh and his team. They are very thorough and clear and are also just nice, pleasant, and fun to work with. They have my seal of approval."

"Working with Josh has given me the mechanism to save for my first home purchase and long-term retirement. I'm thrilled with his service and would recommend him to anybody interested."

"I am grateful that my husband and I found Josh Albert and his team. Josh has helped us with our long term and short life insurance and retirement investing. He is very knowledgeable and prepared. I personally shut down if anyone tries to hard sell me on anything and I have never felt this way when meeting with Josh. I now feel more confident about our retirement and our future."