Client Stories
Learn what it's really like working with us.
Real stories from real people, just like you.
"We became instant fans of JAG after our first client meeting. They coached us through true financial goal setting not just invest-and-let it grow. They are active partners who have helped us see potential and get actionable! I have shared their information with two friends already. Thank you, JAG team!"
- Christina N., Client
"The entire staff at JAG is personable, knowledgeable, and attentive to any and all of our questions and needs. Phone calls are returned the same day, meetings are arranged to serve our needs, and the outcome of our estate planning has been clearly guided and accomplished. Cannot say enough about this group of fine professionals. Jill Henson has been a wonderful help with her guidance and expertise, her wealth of experience has been such a gift."
- Mary M., Client
"Wonderful group especially our financial advisor Jill Henson but everyone is top notch!"
-Roger M., Client
"Jim has always been our advisor. I trust him to do the right thing with our investments."
-Joseph B., Client
"Rosie and I came to Journey because of the relationship we have with Jim Owens. We have enjoyed his expertise for several years. Also Kelly has been a good add on the team and she works hard to help as needed. Through the years we have introduced family and friends to Journey. We hope you will stay independent for many years."
-Dennis G., Client
"Our financial advisor is a great advisor and has become a friend. We will stay where he is."
- Daniel H., Client
"Jill Henson has been an exceptional advisor since day 1. She is actively involved with my current needs and plans for the future. She is available when needed and offers useful guidance.
Thanks for all that you do Jill."
-Cassandra W., Client
"My financial advisor with JAG was my financial advisor with another company and just as soon as he moved to JAG we moved with him. He has consistently made sure that our needs were met and really has become a trusted friend. Where ever he goes is where we will be. He takes all our retirement needs into consideration and has kept us informed of market changes as necessary. We love our financial advisor and the job that he does for us."
-Lisa H., Client
"I’ve always said life is a journey ! That’s why our family has partnered with the Journey Advisory Group. To be able to enjoy life without the stress of managing the financial piece alone is a true blessing . Thank you Jill Henson and James Joo. We are grateful to have you part of our life’s journey "
- Kim K., Client
"Our relationship with our Journey advisor has helped me and my spouse re-think our financial and estate planning goals and priorities, resulting in a much more comprehensive and coherent estate plan for our family."
-Stephen S., Client
"I am well satisfied with Journey Advisory Group, and the communication they provide as well as how they respond if I have a question concerning my investment. I have appreciated the annual review as I have worked towards my goal. I do however check my account on line from time to time."
-Carla M., Client
"We are very happy with the transition to Journey Advisory Group. We enjoyed meeting the advisers at the Client meet and greet and have confidence in the team."
- Tom C., Client
"We are glad we have placed our trust and resources with Mr. James Owen's and Journey Advisory Group. We believe they know and understand us and our concerns and always listen respectfully and completely."
- Irene J., Client
"My wife and I have been clients of this firm for over forty years through its several periods of growth and change. What has not changed are the core values of integrity and personal service that keep our goals and expectations in balance with the realities of the financial world. We have repeatedly recommended our advisors to our friends and family . Those who followed our advice found the help they were missing and became clients likewise"
- Robert B., Client
"JAG has provided exceptional service since we have signed on. JAG has delivered everything as promised and provided superb advice. Many thanks for Jill, Eric and Kelli"
- David & Connie W., Clients
"We are very grateful to the Journey team for their personal attention and input over the past handful of years. At a tricky time with both kids in college, they are helpful, accessible and positive. As they've grown, we don't feel any less of a priority."
-Charles F., Client
"Our Advisor Kevin is a true and trusted advisor. He is immediately available via cell phone, he travels a long distance to meet in person at least once per year and listens closely to our current needs and makes sure we have all the information we need to make decisions. Just knowing he is overseeing our wealth management makes things so much easier."
-Joyce T., Client
"Journey, especially Liz, has been a huge help to my wife and me. Great advice for our situation! Always proactive."
-Donald K., Client
"I am very happy with Journey Advisory. I feel that they do a great job with my investments."
-Sharon M., Client
"We have a moderately large portfolio that depends on growth and earnings to support our charity and while we actively engage in investment decisions our advisor offers useful suggestions and information which has added significantly in the success of the fund. He also executes our decisions effectively and timely and is always available to service our needs."
-Robert M., Client
The preceding testimonial is provided by a current client. No compensation was provided for the testimonial. As a result, there are no material conflicts of interest on the part of the person giving the testimonial and Journey’s relationship with such person. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.