5 /5 Glen Schoot: I recently retired from the military and worked with Josh Savoie to set up my investment accounts, and I couldn’t be happier with the experience! Josh took the time to understand my financial situation, including my current assets and future retirement income, and crafted a personalized investment plan that’s designed to grow steadily over time. His expertise in navigating investment strategies was invaluable, and he explained everything in a clear, straightforward way. I feel confident knowing my financial future is in good hands with a plan that’s tailored to my goals. Highly recommend Josh to anyone looking to secure their retirement!