Reviews for Joseph Carbone, CFP® | ⭐⭐⭐⭐⭐ | ✅ 13 Certified Advisor Reviews™
LIFELONG relationship with Joe
I have literally known Joe (jr.) since he was a few months old. His dad was our long term insurance agent and P/T financial advisor. As Joe came into his dad’s business (after college) as a partner, he began taking over the financial side our relationship, while maintaining with our family a two generational friendship. When HIs father passed a few years ago, Joe managed to take charge of everything – insurance and financial – and we recognized he was an expert in both. While we have a friendship (my grandkids are the age of his children), I also believe that I am in very good, secure hands professionally with Joe in charge of my finances. He has never steered me wrong.
Kathleen Joyce
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | April 15, 2024
Current Client
I have worked with Joe for several years. He provided valuable and clear guidance on navigating the transition to retirement. He was always available to answer questions and was of great help figuring out how and when to make withdrawals from my retirement accounts. He helped set up an annuity and offered great advice on insurance. I appreciate his support and knowledge.
Maureen Garvin
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | April 9, 2024
Joe Carbone Honest & Professional
I’m guessing that I’ve been one of Joe’s clients for about 5 or 6 years. During that time I have found him to be astute regarding financial matters, which obviously is the primary reason for our advisor / client relationship.
Aside from that however , Joe is always helpful when questioned on various matters . He always has the time to explain the answers if they are not clear to me. He is ,in my opinion , a very honest & professional financial advisor. I also consider Joe to be a friend.
John Marich
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | November 1, 2023
Joe Carbone
I’ve been investing with Joe since 2014. Joe has clients in mind. We find Joe very professional spends time with you and explains everything to you I would recommend him very highly.
Angelo Candice Monte
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 27, 2023
Smart move!
A few years ago we placed our portfolio in Joe’s care, and its proven to be a good move. Besides being pleased with the performance of the investments, we find Joe is very easy to work with. Responsive/good communicator. Pro-active in reviewing portfolio performance. Benchmarking our results against publicly-available financial indicators.
Jim Bedell
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 24, 2023
Outstanding, professional, detail oriented, positive, advisor.
I meet Joe through a Zoe Financial referral in May of 2020. I feel truly blessed to have been lucky enough to meet Joe. He is extremely knowledgeable, easy to talk to, professional, straight shooter. He makes the effort and takes the time to find the answers to the tuff questions. Joe took the time to review my information and respond with better plan. Joe has me on the road to more secure future. He is honest and very responsive. I recommend Joe to any of my friends needing advice. Joe sends a weekly Joe Chat that contain good information.
Steve Stump
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 20, 2023
Professional, personable and all around great guy
There are so many wonderful things to say about Joe Carbone I don’t know where to start. In a world of so much uncertainty Joe is a breath of fresh air. Our relationship started more than 40 years ago with Joe’s father and the apple did not fall far from the tree. Joe is professional, personable and trustworthy and has a way of explaining things to you in a manner that makes it very easy to understand. Should you have any questions he responds to you quickly and is always a pleasure to deal with. We would not trust anyone other than Joe with our finances and have recommended him time and time again. If you are looking for a top notch trustworthy financial advisor, joe is your guy!
Ann and Dominic Ruggiero
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 19, 2023
Very very detailed and down to earth.
Joe is very knowledgeable about what he does. At the same time if he does not know something he will tell you and then get the information you need. He is very good at getting in touch with who he needs to get in touch with to get your financial plan heading in right direction. Joe is very easy to talk to and makes you feel very comfortable. Joe keeps things real. He will tell you what you should do but at same time understand you may not be able to. I feel Joe is very honest and a good guy. He made me feel very comfortable with the complex financial planning. I have recommended him to my friends. I don’t think you can go wrong working with Joe
Brandt Cullen
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 18, 2023
A trusted financial advisor…and friend.
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.
Antony Benjamin
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 18, 2023
Exceptional Professional, Personable and well-Spoken
I was introduced to Joe through his Father soooo many years ago. I am 66 years old and very confident that Joe has my best interest to heart. He has always responded quickly to any questions I might have had. We continue to build a great relationship and I totally entrust him with my finances and goals.
Jean
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 18, 2023
Detailed professional
Joe did an amazing job on my complicated military retirement, thrift savings plan, current investments stocks/IRA’s and real estate portfolio. Wouldn’t trust any other person with my future. If you need an advisor Joes your guy.
Paul Donna
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 18, 2023
Well Diversified / Exceptional Human being
Joe, has been exceptional from day one. We were introduced to joe through a mutual friend, from that day on I have never ever regretted our decision to have Joe as our advisor. Joe helped us out with several situations we were involved in with another advisor who was a dear friend. let me say that the dear friend stirred us wrong and I was fed up. I reached out to Joe, who sat with us and reviewed all my financials and said I can help with your goals if given the opportunity. Joe reviewed all my documents and when he was ready, Joe called me and set up a meeting to discuss the game plan. From that day it was the right move and I have always entrusted Joe with all my financial goals and guidance.
I have recommended Joe to several people who are very pleased with his handling of their financial planning. Joe is always there to assist when I need him without a blink of an eye. Because of joe I was able to bid on a second home in Florida. Joe has so assured my daughter in her goals for her future retirement plans and she is only 25. She will call Joe out of the blue and Joe will always pick up or get back to her and advise her professionally and as a friend. We have been very successful with Joe’s handling of my financial planning.
We have built a great relationship through the years, Joe has a great personality and loyalty to his clients, friends, family and business.
Sal and Adele
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 17, 2023
Great experience
Joe has been a very knowledgeable and resourceful advisor for me. My family and I have worked with him for many years now with full satisfaction and have complete trust in him. Highly recommend!
Jackie W.
✅ Wealthtender Certified Advisor Review™ | ⭐⭐⭐⭐⭐ | October 17, 2023
These testimonials were provided by current Focus Planning Group clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all Focus Planning Group reviews on our Wealthtender profile page.
