What People Say About Us

Don’t just take our word for it!

Discover for yourself what our clients say about how we’ve empowered them to define and reach their own financial goals.

  • “We have so much faith and trust in you...We appreciate your guidance and knowledge in the areas where we know nothing…”

    ~ D.N.

  • “Thank you for all of the work you have put into our financial future. It is nice to see a plan tailored to us that shows us ‘we got this,’ with your guidance, going into retirement. For all the years prior, it seemed like we were just drifting without a real plan.”

    ~ Michael B.

  • “When I first learned I would receive an inheritance, I had no idea what I would do with it….thank you for helping me with my journey into investing. I feel a weight has been lifted off my shoulders, knowing that my future is more secure than ever.”

    ~ Muriel W.

  • "Just wanted to thank you again for the annual review call….I pick up things and learn more each time we talk. We both truly do enjoy working with you and so appreciate all that you do. Your knowledge, expertise, and guidance are top notch, not to mention you are always so pleasant to work with and always so responsive! We feel very fortunate to have you both ‘on our side.'"

    ~ Tyler P.

  • “What an amazing meeting with Jay…my heart is so filled with gratitude.”

    ~ Jeannine H.

  • "We are so grateful for everything Jay, Margaret, Gerry, and the entire Northeast Planning team do for us, and we couldn’t be happier to have our finances and our future in your hands."

    ~Larry B.

This statement is a testimonial by a client of a financial professional as of November, 2024. 
The client has not been paid or received any other compensation for making this statement. 
As a result, the client does not receive any material incentive or benefits for providing their testimonial.

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