We are excited to share these firsthand accounts of how our financial services and The Cycle FORMula have positively impacted the lives of our clients. Take a moment to review these recent testimonials and discover what we are all about.
Always Prompt and Personally Engaged
“Joe Catanzaro and his team are absolutely incomparable in the service they provide my family. Their preparation is meticulous, thorough and customized to my family’s needs and goals. They are always checking in with me to make sure nothing has changed in my life situation that might impact my financial plan. This office sets a very high bar for customer service. Always prompt and personally engaged, any needed support is readily available. I feel confident here in these turbulent financial times. So glad I found you guys!”
Extremely Happy with all of the Help and Guidance
“We are extremely happy with all of the help and guidance that Joe and the Oak and Stone team have given us over the past several years. As I approached retirement, I had numerous concerns about our overall financial condition. Joe took the time to understand our goals, to recommend strategies to achieve those goals, and to explain these strategies to us. They helped us set up a long-term care plan, and helped us consolidate numerous retirement accounts that we had acquired over the years. One of the things I most like is their “eMoney” portal. Using that, I can see how all of our assets are doing at any time. Thank you to Joe and his Oak and Stone team for all of your expert advice.”
Patient & Understanding
“Joe Catanzaro and his team were absolutely awesome when working with my daughter and I. Joe was very patient and understanding when explaining the pros and cons of IRA’s for my daughter. We both didn’t know a lot about IRA’s and Joe was the right person to contact for detailed information. Joe was very knowledgeable and really took the time to explain everything. He was very clear and detailed in his explanations. I would highly recommend his services.”
Comprehensive in Advising Us
“Our experience with Joe has been outstanding. He has helped us to manage our assets and plan for our early retirements, which happened at 59 and 60 years old. Joe has been comprehensive in advising us- and has always listened as we explained our goals. He is accessible and good about communicating with us, as is his support staff.”
Addressed Promptly and Clearly
“We have entrusted our financial guidance with this team for over a decade, seeing us into our retirement years. This speaks volumes pertaining to the details and the quality of their service. All questions and concerns we had regarding our finances, especially in retirement, were addressed promptly and clearly. Our level of trust with this group is such that we have recommended them to our children.”
Valuable Financial Advice
“It has been a pleasure working with Joe Catanzaro and his team. They provided me with valuable financial advice, helped consolidate accounts and worked with me and my accountant for tax planning. I will definitely recommend him to others!”
Responsiveness, Personalized Service, and Professionalism
“I have had the privilege of working with Joe as my financial advisor for several years now, and the responsiveness, personalized service, and professionalism from Joe, Karen, and Linda has been exemplary.
Whether it be a Quarterly check in meeting, or a question or need that randomly arises, Joe takes the time to understand the question, need, or concern, and provides information, options, and considerations I may have not taken into account. If it is a unique situation based on my employer’s specific benefits package or offerings, Joe takes the time to research to provide accurate information and answers. I would not, and have not, hesitated to recommend Joe to family and friends.”
A Person of Integrity who Operates with the Highest Ethical Standards
“I have had the pleasure of working with Joseph Catanzaro of Oak & Stone Capital Advisors, my financial advisor, over the past several years, and I can confidently say that he has made a significant positive impact on my financial situation. He has helped me create a comprehensive financial plan that aligns with my goals and risk tolerance. He is always available to answer any questions I have and provides me with regular updates on my portfolio’s performance. What sets Joe apart from other financial advisors is his ability to truly listen to his clients and understand their unique financial situations. He takes the time to explain complex financial concepts in a way that is easy to understand, and he always puts his client’s needs first. In addition to his technical expertise Joe is also a person of integrity who operates with the highest ethical standards. He is committed to transparency, and always provides his clients with complete and accurate information. I feel confident about my financial future, and I highly recommend Joe Catanzaro to anyone looking for a knowledgeable and trustworthy financial advisor. Should you choose to work with Joe, I am confident that you will be in good hands.”
I’m Fully Confident
“Joe Catanzaro has handled my investments prior to his association with Oak and Stone. My experiences with Joe have always been professional, thoughtful and practical to my needs. I’m fully confident that my continued association with Joe, through Oak and Stone, will prove to be as beneficial to me as in the past.”
I am in Good Hands
“I am very pleased with Oak and Stone and my advisor Joe Catanzaro. I put my trust in him, his team, and his knowledge. Joe. keeps in contact with me to see if my financial situation has changed or remains the same. He answers my questions and explains what I don’t understand. I am in good hands with Oak and Stone and my advisor Joe Catanzaro.”
I am Always Treated as “The One Who is Important”
“I am an “older lady” with little knowledge of “how” to invest. However, THIS I DO KNOW! Joe and all the office personnel treat me as if I were their most important client. I know my retirement funds are in good hands! I like having a “local office” that I can drop in on or call for an appointment and always get one promptly. Once in the office I am always treated as “the one who is important”; everyone is always cheerful and gives you their full attention, and answers any questions I may have. Thanks, Joe and Linda for your dedication and service.”
Caring, Focused on My Issues, and Willing to Listen
“Joe has always made time when I needed him. He is caring, focused on my issues and willing to listen to any concerns I may have. He is very detailed in his presentations. I feel very comfortable having him handle my accounts.”
The Team is Always Very Friendly
“The team is always very friendly and easy to talk to. They explain things and answer our questions in a way that are easy for us to understand. If they don’t know the answers right away they will research it and get back to us in a timely manner. When we call them and if they aren’t available they get back to us in a timely manner. We are very pleased to have them as our financial advisors”
*The current clients that have provided testimonials above have not been paid or received any compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
