Our Thoughts

Eight Questions To Ask When Choosing A Financial Advisor: #5

#5 “What types of clients do you typically work with”

One of the greatest things about FJY is our clients. Our clients represent a wonderful and diverse group of people, from young professionals and families, business owners, executives and entrepreneurs, and late career professionals. The common factor across our client base is that they are all smart people looking for help in making decisions with their finances.

We enjoy developing a history with our clients, in and outside of the office. We enjoy spending time with our clients and their families, sharing in life events, personal moments, and major achievements. No two clients are alike. Each family has different priorities, different goals, and different roads to get there. We want our clients to know that we are there to answer their questions, guide them in their decisions, and give them access to the resources they need to achieve their goals. It is a great pleasure to see that happen.

Simply put, we work with people who are willing to let us add value to their lives.