Michael W Jowdy, LPL Financial Services

Huntington Beach, Estados Unidos

5

1 avaliação

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Telefone
+1 714-890-1400
Site:
www.michaeljowdy.com
Endereço:
7777 Ctr Ave Ste 120, Huntington Beach, CA, 92647
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Horário local (Huntington Beach) 08:06 segunda-feira, 14 de julho de 2025

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1 avaliação para Michael W Jowdy, LPL Financial Services

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Classificação do local: 5
Anaheim, CA
I’ve been with Michael Jowdy since 2010 and couldn’t be more happy! After being laid off that year from a company that I worked for 31 years I had a little nest egg with a nice pension
I was taking from that company. My dad led me to Michaels office. My dad and mom are clients of Michaels and they were very happy with his services and the returns they were getting
with there investments. My wife and I met with Michael and his staff and I was very impressed with everything we had heard from our meeting that day, we started to put things into motion.
Michael and his staff handled everything and all went very smoothly. To this day we have now been with Michael for 5 years. We’ve been very happy with all the services he has provided us with
and all the returns in our IRA accounts have been excellent! I really need to mention this also because Michael really went above and beyond what I feel a financial advisor is expected.
Back in December of 2013 my father passed away. My mother with a early on set diagnosis of dementia and alzheimer’s was living in assisted living board and care facility at the time.
Michael helped me get my mom into a much nicer assisted living home that she could afford. Also with all the accounts that my mom and dad had, all needed to be adjusted due to my
dad’s passing. Micheal I know spend a lot of time with our Estate attorney doing a lot of work to satisfy the Estate and laws. Let me tell you he really earned his keep as we were going
through this. I know that at this time my wife and I are on are way too a good retirement! We get quarterly reviews and we can make a appointment to see Michael anytime, and he’s always
there to assist us or gets back to us in a timely manner. I just reading that Michael was named LPLs top advisor. Congratulations Michael! Last thing, Every year for his clients Michael throws one hell of a nice Christmas party! So to wrap this review up, if you’re looking for a financial advisor. Michael Jowdy, I couldn’t imagine you finding anyone better!!!