Edward Jones - Financial Advisor: Joseph Carbonara

Trusting one’s financial advisor needs to be earned, given the high stakes of one’s financial future being placed with this person. I have been a client of Joe’s for the past 7 years, and during that time he has earned my trust and respect through his professional approach to taking into consideration my questions, concerns, and situation. One key aspect that helped is that he is a transparent communicator, an excellent listener, and does not push products on clients if he does not believe they are beneficial. Unfortunately, I could not say the same for previous financial planners I have hired. It was clear to me from the first time that I met Joe, that he is committed to creating the best long-term investment strategy for his clients which caters to their unique needs. I always look forward to our semi-annual meetings where he will provide detailed updates on the markets and how we can apply that knowledge to my investment strategy, which has been successful to date. I look forward to being Joseph’s client for many more years to come.

Joseph Carbonara has implemented investment strategies for a number of corporations that our firm represents. He specializes in wealth management and financial planning and makes it easy to understand. We have found Joseph to be extremely passionate, knowledgeable, reliable, patient and efficient when it comes to developing financial goals in both business and personal wealth. I would recommend Joseph to any businesses or individuals looking for sound investment advice and strategies that work.

I have had the pleasure of having Joseph as my financial advisor for three years now. During that time I have received Joseph's honest professional opinion based on my best interests and goals. I am exceptionally happy with the amount of effort continuously Joseph puts towards his job.
Thanks Joseph for the continuous hard work.