Jon Gates, CRPC® Financial Planner/ Investment Advisor

"After a family trauma we knew we needed to get our finances in order. It was easy to trust Jon with our financial future after meeting with him and we're so appreciative of his patience and the time he has taken to help us."

"Jon is amazing at financial planning! He is highly educated in his field and is incredibly knowledgeable with investments. He has been so great to work with on our retirement planning. Would highly recommend trusting him with your financial future!"

"After one meeting with Jon I knew he is the right person for our financial planning strategy, the knowledge, how personable and how relatable he is make the decision easy. Talk to Jon and you will feel the same way I did."

"Jon Gates is a good friend and an amazing resource for financial planning. He has been helping us with financial planning strategies (retirement, insurance, investments, savings, tax planning, etc…) and has been great! Regardless if you need anything in that regard, he has been helpful and personally takes the time to strategize your individual needs. Thanks Jon for all your help and support!!"

"Jon has been such an anchor in setting up our future financial plans. He was able to advise us on the best approach for our current financial situation along with our future financial goals. He made the process very understandable and was able to show some really informative projections about different financial strategies. It's so nice that he takes care of everything so we don't have to babysit things. We love letting him be the expert and handle all the details. So thankful to have Jon as our financial planner."