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.
Easy to Understand
“Whenever I call the office, both Karen and Linda are very friendly and courteous. When I get together with Joe he explains and helps me decide where to invest my money and what the best health insurance would be for my needs. Also helped me when I went on social security and on Medicare. Very personable and explains things well and easy to understand. I value his opinion and enjoy working with him and his team. Would highly recommend them for all your financial needs.
Dedication to Client Success
“I highly recommend Joe and team at Oak & Stone Capital Advisors. His financial expertise and dedication to client success are truly impressive. Joe’s strategic insights have significantly benefited our financial goals, and his professionalism makes working with him a pleasure. Joe takes the time to understand what is important to me and helps me set strategies to reach my goals! A top-notch financial advisor and person!”
Goes Out of His Way to Make Us Comfortable
“We have been with Joe for about 10 years. He has always gone out of his way to make us comfortable. He always asks us about our family, and is very knowledgeable about our financial concerns and needs. We would absolutely refer Joe to any of our family and friends. We also would like to give a shout out to Karen- she works with our scheduling needs and always has a smile on her face when we arrive.”
Always Valued His Financial Thoughts and Opinions
“I have known Joe Catanzaro for many years and have always valued his financial thoughts and opinions, which is why I entrust him with our retirement and estate planning. I also enjoy the insights of the newsletter emails sent by LPL.”
Very Professional
Joe and his staff are very knowledgeable, always available, and provide great service. Joe is dependable and a man of his word. He is very professional and gives great thoughts to his opinions. He has a great ability to explain information in such a way as to make it easy to understand. The office staff ( Karen & Linda) is top-notch, easy to contact, knowledgeable, dependable, and works with you to make the best decision for you. Joe and the staff ( Karen & Linda) are very patient and always ask for your input and respect your thoughts and questions. Joe answers all of your questions, and concerns and spends as much time with you as you need. We greatly appreciate Joe, his staff, and their expertise.”
He Has Our Best Interests at Heart
“We have worked with Joe and Oak & Stone for almost 5 years now and we could not be more pleased with the relationship we have as he works with us thru our financial future. We are surely not one of his biggest clients ,but the level of respect he gives makes you feel equally important. With his guidance, we feel very secure in knowing he has our best interests at heart. Kudos to Joe and his Oak and Stone team.”
Concise and Clear for Us to Understand
“Planning for retirement and our future seemed overwhelming and even scary. But Joe Catanzaro ( Oak and Stone Capital Advisors) and his team made us feel comfortable from our first meeting. Joe took the time to get to know us and appreciate our financial situation. Our retirement plan was concise and clear for us to understand. The entire team including Karen and Linda are professional and friendly and extremely helpful. I would definitely recommend Oak and Stone Capital Advisors and especially Joe Catanzaro to our family and friends.”
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!”
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”
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.”
*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.
