JF
Johnson Financial Advisors
Johnson Financial Advisors : À l’écoute, guidant les investissements, alignant les plans sur l’avenir des clients.
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Business
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Johnson Financial Advisors : À l’écoute, guidant les investissements, alignant les plans sur l’avenir des clients.
Johnson Financial Advisors à Tempe, AZ aide les clients à naviguer dans leurs finances avec une équipe qui écoute, comprend les objectifs et la tolérance au risque, et fournit des conseils d'investissement personnalisés. Le personnel est salué pour son service attentif aux détails, professionnel et accessible, avec une grande réactivité et un partenaire de confiance pour la planification de l’avenir.
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Gestion personnalisée de portefeuille adaptée à votre tolérance au risque et à vos objectifs financiers, avec un suivi et des ajustements continus.
Stratégies complètes pour la pré-retraite et la retraite, y compris l'optimisation des économies et la planification des revenus pour un avenir sûr.
Séances collaboratives pour définir et planifier des objectifs financiers à court et à long terme, couvrant des objectifs allant de l'éducation aux besoins liés au mode de vie.
Analyse détaillée pour garantir que vos investissements correspondent à votre niveau de confort et à votre situation financière en évolution.
Conseils accessibles et professionnels avec une équipe réactive disponible pour répondre aux questions et offrir des conseils financiers continus.
Note globale
Becky Herry
We feel extremely fortunate to have found Johnson Financial Advisors. Marcus (and Amy!) are knowledgeable, detailed and compassionate. Always available to address questions and concerns. After all, it’s your money. Go with the best!
Bubba Jay
I know what you’re thinking…..am I really going to trust a 5 Star review from a guy named Bubba? Well, you can this time!! I started working with Marcus and Johnson Financial several years ago after parting ways with my previous Advisor. I was looking for a Financial Advisor who shared my beliefs and principles in investing. After careful consideration I found Marcus and his team at Johnson Financial to be the right fit for my needs and goals. Marcus and his team take the time to listen to my financial wants, needs, and even fears about investing. They actually listen and then provide the investing guidance that is right for me and my future! I absolutely enjoy working with them.
A Karson
My wife and I have worked with other financial advisors before, but Johnson Financial Advisors is in a league of their own. Marcus and his team deliver outstanding portfolio performance with unmatched personal attention. Everyone is professional, responsive, and a true pleasure to work with. Highly recommend!
James Prevallet
Marcus at Johnson Financial Advisors has been managing our savings pre-retirement and is now continuing to take care of us post-retirement. Marcus is very detail oriented and takes the time to listen and understand our situation to ensure our investments are consistently aligned with our goals and risk tolerance. The staff is super helpful, on point and professional. Looking back on the day we put our trust and confidence in Johnson Financial Advisors, well, it was a great decision!
Dantley Miller
We are new to Johnson Financial. Just over a year now. But you will not meet more professional and friendly team. They are so easy to get a hold of when you need something or have a random question. We tried managing our money on our own but after moving to Johnson Financial I realized how much we were missing. Your money isn't just your investments, its everything that makes up your lifestyle. And Marcus and his team really help you live the life you want now while planning for your future. If youre thinking about moving to Johnson Financial, or just realized its time to have "adult money", schedule and meeting and I promise you will be impressed
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