He really helps you to get educated about what retirement could look like for you in the future and how to make sure that You are well taken care of when you retire.
Oluwakemi Omar
Teacher
And at the end of the day, Joe did just that.
Y. Jones
Retired
After working with Coach JJ or Lewis James, it's his proper name, I did learn a little bit more as far as building my future for my family, as far as investing, 403B Ross, and just kind of building for the future.
Xander Yarberough
Teacher/Coach
Hi, I'm Jessica Cerbo, and I am a retired teacher. I've been teaching, I was teaching for 29 years, and I would like ...
Hey, I'm Michael Motts. This is my wife. Hello, I'm Melissa Motts. We have been, we're both teachers. I've been, I wa...
Michael Motz
Vice Principal
Prior to meeting with you guys, I didn't know what my financial future looks like.
Abigail Prewitt-Campbell
Special Education Teacher
Hi, my name is Ray McCullo. I am an ELA teacher. I've been teaching ELA for the last 3 years. This year I'll be teach...
Merime Kolic
English Teacher
We're just applying it in a different field, um, and helping a different demographic.
Qui (Mimi) Tran
AVP
It's been a privilege and I also got my other my sister involved. And um she's very happy with this. And um it's just a blessing to have this company that I'm with right now.
Ricardo Martinez
Teacher
I'm glad I'm working with him because if it wasn't for him, I don't know where I would be right now.
Brian Ewing
RSP Teacher
She helped me focus uh everything into a way that I would be able to retire as I am today. Uh, she has been a wonderful financial advisor as well as a friend.
I've learned about my pension, I've learned about my retirement, and I've learned a lot about this because my financial advisor reached out to me.
Eric Gross
Assistant Principal
I had no idea about any information about my pension, my retirement, how insurance works, if I had enough to retire, what I would need to retire, I essentially knew nothing.
You have to invest in your future, so. Good luck and I again recommend Appreciation Financial.
I love the fact that I can teach people skills, mindsets, and habits on how to become a freedom preneur. It's no greater feeling, on the planet for me.
Chris Reid
Partner
I feel very confident your financial adviser Susan Creek Moore is constantly updating me and rearranging funds in a way that benefits me, and I feel like I'm in the right place and in the right hands.
Terronne Freiberg
Nurse Manager