Analyst
Testimonial:
Jon balances the line between being a professional financial advisor and a friend. He never pushes new products unless requested, or he feels they would really benefit my goals.
He has helped me with several plans, such as for health and savings, and has also done planning for my child.
He is available 24/7 to answer questions, and has helped me claim insurance while I was overseas, or for things I didn’t even know I could claim for.
He knows the policies I have better than I do, and even years later still sends me updates and reminders when needed.
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