Arete Financial

My wife and I have been with Arete Financial for 25 years and have relied on them to manage our financial investments. We trust their advise and appreciate their professional approach and understanding of investing, while maintaining the personal touch in dealing with the client that Jason and staff have provided over the years.

Very professional service, would recommend.

I have utilized Jason's services for over 20 years. He and the Arete family are top notch and simply the best. I would highly recommend for all your financial needs!

I’m very happy with Jason and how knowledgeable he is. He knows that I hate talking about money but he tells me that’s ok because he loves talking about it! I feel very comfortable knowing that Jason is looking after things for me and I appreciate his encouragement even though my portfolio isn’t huge. I would (and have) highly recommend him to others.

Chris Lowe was absolutely phenomenal to deal with. He was able to help get our company set up with group benefits from inception to completion with a tremendous amount of patience and flexibility to our working environment.

Thank you,

Garcia Roofing