Since we first contacted Joe almost 7 years ago, we have benefited from his terrific guidance in determining the best way to move forward with our financial goals. Beginning with a detailed assessment of our financial status, taking into account our monthly needs, Joe has given us a clear outline for a continuing plan that makes perfect sense with our specific situation. With regular Zoom sessions whenever we have needed to clarify a problem and an always speedy response, Joe has shown he cares deeply about our well-being and the stability of our future. Additionally, he stays on top of the market, modifying our investments as necessary, as well as effectively minimizing any tax liability at the end of each year. I would highly recommend Joe, if you are looking for an advisor who is focused, reliable, responsive… and an expert pizza maker.