Customer Reviews

  • D
    I recommend Jonathan without hesitation...

    “Jonathan has become a trusted colleague, advisor and friend. I can count on Jonathan to provide sound financial advise and follow through. He has consistently treated my financial and personal concerns with dignity and respect. I recommend Jonathan without hesitation and I am confident of his abilities.”

  • B
    ...he works hard to get me the best products at the best price.

    “Jonathan Freed had been working with me and my daughters for over 8 years. Each time I have a question, he is available to explain the next best action. I have been confident in his professional advice and always know that he works hard to get me the best products at the best price. Currently, he handles my company‚Äôs health insurance needs as well as life insurance and investments for my family.”