Why choose us
With so many financial planning firms around, choosing who to partner up with is no easy feat. Here’s what we think sets us apart from the rest.
We care, and we want our clients to feel that they are supported every step of the way. We do what’s best for you, going the extra mile with integrity and professionalism to make sure things get done right.
Real financial planning
We focus on people, taking the time to know the ins and outs of our clients, their goals, and their aspirations. We work on relationship building, taking time to build a partnership based on trust.
Some of our clients have been with us for more than 30 years, allowing us the pleasure of working with whole generations of families through different stages of their lives. We look to the long term, making sure our plans and our clients take to the future with confidence.
Small, personal service
You won’t be dealing with large corporate firms. You are treated as an individual, rather than a number. You will always know who you are talking to with our small team.
Hear from our clients
Tracyann has always provided exemplary, friendly service showing a first-class knowledge of the financial world and offering sound advice which has never let us down and kept us financially secure. I would thoroughly recommend her.
Not only is Tracyann extremely knowledgeable and skilled in navigating the complex investment marketplace but she also has the talent to explain it clearly, laying out understandable options, with all the information needed to make the best, most informed decisions.
I have recently started my investment journey with Johnson Wealth Solutions and I have received nothing but excellent service so far. I would highly recommend this service, and I am looking forward to the future of my investments with Johnson Wealth Solutions!
Tracyann has been my financial adviser for more than 20 years and in all the time I have known her, her knowledge, support and advice has been outstanding. She has gone out of her way to find the best solution for any situation and I would feel lost without her.
I am so happy with everything Tracyann did and is still doing for me. Her customer service was incredible, and she made everything easy-to-understand. Tracyann set me up with a very good portfolio for life.
Tracyann’s advice has been invaluable and unbiased, resulting in significant financial advantages. Tracyann has created financial security for my entire family, and I feel ready to address any unknowns.
We have been clients of Tracyann for many years, she has always been very professional. It is without doubt that had it not been for her excellent advise, we would not be enjoying such a comfortable retirement
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